2026开年债市遭抛售：30年期美债收益率创四个月新高，经济乐观预期重挫避险需求

Group 1 - The U.S. Treasury bonds experienced a decline on the first trading day of 2026, with the 30-year bond yield rising to its highest level since early September of the previous year, driven by optimistic market sentiment regarding the U.S. growth outlook, which reduced demand for safe-haven assets [1] - The 30-year Treasury yield increased by 4 basis points to 4.88%, while the 10-year yield rose by 2 basis points to 4.19%. This movement followed data indicating that initial jobless claims in the U.S. fell to one of the lowest levels of the year [1] - A fixed income strategist from DBS Bank noted that the rise in long-term yields may reflect an increase in optimism about the U.S. economy, which could also be echoed in the stock market [1] Group 2 - Australian bonds also fell, as market speculation about rising commodity prices is expected to enhance the country's growth prospects, with both 3-year and 10-year bond yields increasing by approximately 9 basis points [3] - The Australian dollar appreciated by 0.5% against the U.S. dollar, outperforming other currencies in the G10 group [3] - A strategist from Lombard Odier indicated that the fluctuations in the Australian dollar and interest rates partly reflect bond investors' cautious positioning ahead of the U.S. December non-farm payroll data release, with increased activity in the global metal trade market contributing to this momentum [3] - Long-term bonds in Germany and France also recorded declines at the opening [3]