美债在美国零售销售数据公布后扩大涨幅,降息预期略有升温
Sou Hu Cai Jing·2026-02-10 14:02

Core Viewpoint - U.S. retail sales in December fell short of expectations, leading to a rise in U.S. Treasury futures and a decline in Treasury yields across various maturities [1] Group 1: Economic Indicators - December retail sales data was below expectations, impacting market sentiment [1] - U.S. Treasury yields decreased by 3-5 basis points across different maturities, with the 2s10s and 5s30s curves flattening by approximately 2 basis points [1] Group 2: Market Reactions - Following the release of the retail sales data, the short and mid-term segments of the yield curve saw significant movement, leading to a rally in Treasury futures [1] - The OIS pricing corresponding to the Federal Reserve meeting indicates a slight increase in rate cut expectations, with a projected total cut of 58 basis points by December, up from 56 basis points at the previous close [1]

美债在美国零售销售数据公布后扩大涨幅,降息预期略有升温 - Reportify