受通胀担忧影响，美国国债迎来一个月来最差表现

Group 1 - The U.S. Treasury is experiencing its longest decline in a month due to escalating tensions between the U.S. and Iran, raising concerns about oil prices driving inflation [1][3] - The yield on the U.S. 10-year Treasury bond has risen for three consecutive days, increasing by 1 basis point to 4.09% [1][3] - Oil prices continued to rise following reports that the U.S. may intervene militarily in Iran sooner than expected [1][3] Group 2 - Mizuho International strategist Evelyn Gomez-Lechiti indicated that a long-term U.S.-led regime change operation could have profound and lasting effects on the energy market, challenging the current narrative of easing inflation and forcing a reassessment of medium-term inflation risks [1][3] - The Federal Reserve's January 27-28 policy meeting minutes revealed that several officials suggested the need for rate hikes if inflation remains persistently high, making inflation concerns a focal point for investors [1][3] - Investors are also focused on the weekly U.S. jobless claims data to validate signals from the meeting minutes, with most participants believing that the risks of job losses have eased in recent months [1][3] Group 3 - Bloomberg's survey of economists predicts that initial jobless claims will rise to 225,000 for the week ending February 14, slightly down from the previous 227,000 [4] - The money market has reduced bets on Fed rate cuts, with the probability of a third rate cut this year now estimated at about 25%, down from 50% last Friday [4] - The U.S. is set to auction $9 billion in new 30-year Treasury Inflation-Protected Securities (TIPS) later today [4]