华尔街资深策略师Yardeni：随着油价下跌，10年期美债收益率或触3.75%

Core Viewpoint - A potential decline in oil prices may lead to a decrease in benchmark U.S. Treasury yields, possibly bringing the 10-year yield down to 3.75% if the Federal Reserve lowers interest rates next week [1] Group 1: Oil Prices and Economic Impact - Concerns over global economic slowdown and oversupply of crude oil have driven U.S. WTI crude prices to their lowest level since the rebound from the COVID-19 pandemic [1] - This decline in oil prices is expected to help lower overall consumer inflation rates and enhance consumer purchasing power [1] Group 2: Treasury Yields and Market Reactions - The recent drop in oil prices is anticipated to provide additional momentum for the rise in U.S. Treasury bonds, which have already been influenced by rate cut bets and concerns surrounding regional banks [1] - As of the recent Asian trading session, the 10-year Treasury yield was approximately 3.98%, having decreased by about 17 basis points since the beginning of the month [1]