委内瑞拉变局引发油价跳水 通胀忧虑缓解后美债全线回升

Group 1 - The U.S. Treasury bonds are expected to see their first increase in a week, following the arrest of Venezuelan President Maduro, which led to a drop in oil prices and alleviated inflation concerns [1] - The 10-year Treasury yield fell by 2 basis points to 4.17%, while the 2-year yield, more sensitive to monetary policy, decreased by 1 basis point to 3.46% [1] - The money market has fully priced in expectations for two 25 basis point rate cuts by the Federal Reserve this year, with a 25% probability assigned to a third cut [1] Group 2 - Global bond prices rose due to concerns over oversupply in the oil market, despite potential increases in Venezuelan oil production only compensating for past declines [3] - The increase in oil production by OPEC+ and other producers is expected to contribute to significant oversupply in the market [3] - U.S. stock index futures rose on Monday, driven by gains in technology stocks, indicating a rebound in risk appetite despite geopolitical tensions [3]