每日机构分析：6月4日

Group 1 - Danske Bank reports an improvement in the US dollar's performance following better-than-expected hiring data, with the 30-year US Treasury yield approaching 5% [1] - The US job market data, including ADP employment figures and initial jobless claims, will be closely monitored for further insights [1] - The 10-year Japanese government bond yield is expected to fluctuate between 1.4% and 1.5%, influenced by market concerns over long-term bond demand and upcoming significant events [2] Group 2 - Goldman Sachs indicates that Trump's "retaliatory tax" clause may weaken foreign investors' interest in US assets, potentially redirecting attention to European markets [2] - European investors' confidence is rising, with the proportion of investments in the US expected to reverse from 45% back to lower levels, as the European Stoxx 600 index has increased by 8% since early 2025 [2] - South Korea's inflation rate has slowed to 1.9% in May, below the central bank's target, providing a basis for potential monetary easing to support economic growth [3] Group 3 - HSBC economists predict that the Reserve Bank of India will lower interest rates by 25 basis points in an upcoming meeting, with another cut expected in August, bringing rates down to 5.5% [4] - The Indian central bank has room for further policy easing, focusing on interest rate tools rather than liquidity injections, with inflation projected to remain below target levels [4] - The final interest rate cut of the year may occur in December, contingent on the economic growth situation at that time [4]