Group 1 - The Federal Reserve decided to maintain interest rates unchanged for the fifth time, keeping the federal funds rate between 4.25% and 4.5% since December of the previous year [3] - The U.S. economy grew at an annualized rate of 3% in the second quarter, surpassing economists' expectations of 2.3%, indicating a recovery from a contraction of 0.5% in the first quarter [4] - The yield on 2-year U.S. Treasury bonds rose by 8 basis points to 3.94%, while the 10-year yield increased by 6 basis points to 4.324%, reflecting investor reactions to the Fed's decision [1][3] Group 2 - The Federal Open Market Committee (FOMC) had a 9-2 vote against lowering interest rates, marking the first time since 1993 that two members opposed the majority opinion [3] - Fed Chair Jerome Powell emphasized the importance of maintaining long-term inflation expectations and indicated that no decision has been made regarding the September meeting [3] - The cautious stance of Powell led to a decrease in market expectations for a rate cut in September, which was viewed as a victory for the Fed [3] Group 3 - President Trump announced a comprehensive trade agreement with South Korea, setting export tariffs at 15%, which caused a significant drop in copper prices and affected mining companies [4] - The impact of tariffs on the economy is complex, as businesses and consumers rushed to purchase imports before new taxes were implemented, disrupting normal consumption patterns [4] - Santander's chief U.S. economist noted that the effects of tariffs on the economy take longer to materialize than expected [4] Group 4 - In the European bond market, government bond yields showed slight fluctuations, with the 10-year German bond yield rising by 0.2 basis points to 2.708% [5] - In the Asia-Pacific market, Japanese bond yields also increased slightly, with the 2-year yield rising by 0.6 basis points to 0.829% [7] - The U.S. Treasury is set to issue $180 billion in bonds, including $95 billion in 4-week and $85 billion in 8-week short-term bonds [7]
2票反对利率维持不变 投资者周三抛售美债
Xin Hua Cai Jing·2025-07-31 00:01