Group 1 - Investors are eagerly awaiting the upcoming U.S. inflation data, which could influence the Federal Reserve's next steps [1][4] - The U.S. Treasury yields showed mixed movements, with short-term yields rising and long-term yields declining [1][4] - The U.S. Labor Department is set to release the inflation report on July 15 at 8:30 AM ET [3] Group 2 - Economists surveyed by Reuters expect the overall inflation rate for June to rise from 2.4% in May to 2.7%, while core inflation is anticipated to increase from 2.8% to 3.0% [4] - The consumer price index for June is projected to increase by 2.6% year-over-year, up from 2.4% in May, with housing prices expected to rise by 0.3% month-over-month, the largest increase since January [4] - If tariffs begin to show a significant impact on the CPI data, the U.S. bond market may experience sell-offs due to heightened inflation risks [5] Group 3 - JPMorgan's CEO highlighted the resilience of the U.S. economy in the current quarter, despite ongoing risks such as tariffs and geopolitical uncertainties [5] - The Federal Reserve is cautious about lowering short-term interest rates until they observe how the economy reacts to the tariffs [5] - The White House has criticized the Federal Reserve's management, particularly regarding the renovation costs of its buildings, which have exceeded initial budgets by approximately one-third [6] Group 4 - In the European market, bond yields fell across the board, with the 10-year German bond yield dropping to 2.707% [7] - The UK market is facing investor concerns due to economic slowdown and rising government debt nearing 100% of GDP [7] - In the Asia-Pacific market, the Japanese yen has depreciated against major currencies, raising concerns about Japan's economic slowdown [8]
投资观望6月关键通胀数据 美债周二盘前走势分化
Xin Hua Cai Jing·2025-07-15 14:23