经合组织大幅下调美国经济增长预期 关键期限美债收益率盘前走低

Group 1 - The OECD has significantly downgraded the US economic growth forecast for this year and 2026 to 1.6% and 1.5% respectively, citing factors such as tariff policy impacts, rising economic policy uncertainty, slowing net immigration, and a shrinking labor force [3] - The OECD report indicates that the global economic outlook is becoming increasingly challenging, with rising trade barriers, tightening financial conditions, weakened business and consumer confidence, and heightened policy uncertainty potentially having a negative impact on economic growth [3] - The inflation outlook shows a notable difference between the US and other major economies, with the US inflation rate expected to rise from 2.8% to 3.2%, while G20 countries' inflation is projected to decrease to 3.6% [3][4] Group 2 - The Dallas Fed President stated that the Fed is closely monitoring various data due to a stable labor market and inflation slightly above target, indicating potential future actions [4] - The US manufacturing PMI fell to a six-month low of 48.5 in May, with the supplier delivery index rising to its highest level since 2022, indicating slowed delivery speeds [4] - In the Eurozone, inflation dropped to 1.9% in May, below the ECB's 2% target, leading to a decline in European bond yields [4][5] Group 3 - In the Asia-Pacific market, Japanese bond yields mostly increased, with the 2-year yield slightly rising to 0.758% [7] - The US Treasury plans to issue a 6-week short-term bond worth $60 billion [8]