避险情绪升温推低美债收益率 30年期国债创年内新低

Core Viewpoint - The rise in demand for safe-haven assets and factors related to bond supply have led to an increase in U.S. Treasury prices, resulting in the 30-year Treasury yield dropping to its lowest level of the year [1] Group 1: Treasury Yield Movements - The yields on U.S. Treasuries across various maturities fell by at least 2 basis points, with the highest decline reaching 4 basis points [1] - The 30-year Treasury yield has fallen below 4.80% for the first time this year, marking a significant drop below the 200-day moving average [1] - This is the first time since early December that the 30-year yield is expected to close below the 200-day moving average [1] Group 2: Catalysts for Yield Changes - The recent decline in U.S. stock indices has contributed to increased demand for safe-haven assets [1] - Anticipation of U.S. military action against Iran has further fueled the demand for safe-haven investments [1] - The Supreme Court's postponement of a tariff ruling has improved the fiscal outlook for the U.S., adding to the demand for Treasuries [1] Group 3: Supply Factors - Strong demand was observed in recent Treasury auctions, indicating robust interest from investors [1] - A scheduled Treasury buyback operation targeting bonds maturing in 20 to 30 years is set for Wednesday afternoon [1] Group 4: International Influence - U.S. Treasuries have also been supported by rising yields in the UK, with the 10-year UK bond yield dropping to 4.35%, the lowest closing level in over a year [1]