投资者关注关键通胀指标公布 美债收益率周五盘前多数上行

Group 1 - The core viewpoint of the articles revolves around the rising U.S. Treasury yields and the implications of President Trump's attempt to dismiss Federal Reserve Governor Lisa Cook, which is causing market speculation and concern about the independence of the Federal Reserve [1][9][10] - As of August 29, 2023, U.S. Treasury yields are mostly up, with the 2-year yield rising by 0.4 basis points to 3.639%, the 10-year yield increasing by 2.5 basis points to 4.232%, and the 30-year yield up by 3.9 basis points to 4.911% [1] - The yield spread between the 2-year and 10-year Treasury bonds has widened to 65 basis points, the widest since April 23, 2025, while the spread between the 2-year and 30-year bonds has widened to 132 basis points, the widest since January 2022 [3] Group 2 - The upcoming economic data includes the Personal Consumption Expenditures Price Index for July, which is a key inflation indicator favored by the Federal Reserve, expected to show a monthly increase of 0.2% and a year-over-year increase of 2.6% [5][6] - The U.S. GDP growth rate for Q2 2023 has been revised to an annualized rate of 3.3%, up from the initial estimate of 3%, indicating a significant rebound from a 0.5% decline in Q1 [6] - Economists warn that the current GDP report may not accurately reflect economic health, with anticipated negative impacts from import tariffs becoming more evident in the coming quarters [7] Group 3 - The legal battle surrounding Trump's attempt to dismiss Cook is unprecedented, with implications for the Federal Reserve's independence, which has not been challenged since the Nixon administration [9][10] - Former Federal Reserve Chair Janet Yellen emphasized the dangers of undermining the Fed's independence, while current Fed officials are calling for potential interest rate cuts to prevent labor market deterioration [10] - The Treasury Department plans to issue $291 billion in bonds next week, indicating ongoing government financing activities [12]