新任理事米兰呼吁美联储尽快降息 2年期美债收益率跌创三年新低

Group 1 - The U.S. Treasury yields have shown a downward trend, with the 10-year yield rising nearly 1 basis point to 4.04% after dipping below 4% earlier in the week, marking a decline of 10 basis points over the past week [1] - The 2-year Treasury yield increased by 2 basis points to 3.50%, reaching a low of 3.46%, which is the lowest in three years [1] - The Chief Market Economist at Capital Economics, Jonas Goltermann, indicated that U.S. Treasury yields may be nearing a bottom, attributing the recent decline to renewed tensions in trade relations, but he believes significant further declines are unlikely unless a trade war reignites [1] Group 2 - The Federal Reserve's new governor, Milan, emphasized the need for rapid implementation of significant interest rate cuts to return to neutral levels, suggesting a series of 50 basis point cuts could quickly rebalance policy [2] - The Fed's "Beige Book" reported that all Federal Reserve districts experienced price increases from early September to mid-October due to tariffs, with heightened economic uncertainty expected to dampen economic activity [2] - Labor demand across various regions and industries remains weak, with many districts reporting layoffs and natural attrition as employers respond to soft demand and increased uncertainty, alongside labor supply shortages in sectors like hospitality, agriculture, construction, and manufacturing due to recent immigration policy changes [2]