大类资产运行周报：10年期美债收益率抬升 债市承压回落

Global Market Overview - During the week of October 21-25, 2024, both global equity and bond markets experienced declines, while commodities saw an increase[1] - The 10-year U.S. Treasury yield rose by 17 basis points to 4.25%, putting pressure on the bond market[12] - The U.S. dollar index increased by 0.83%, reflecting a stronger dollar against other currencies[13] Domestic Market Performance - In the same week, domestic equity markets and commodities rose, while the bond market declined[15] - The Shanghai Composite Index increased by 1.17%, indicating positive market sentiment[16] - The domestic bond market saw a slight decline, with the overall bond market performance showing a decrease of 0.28%[18] Commodity Market Insights - The RJ/CRB commodity price index rose by 1.84%, and the S&P Goldman Sachs Commodity Index increased by 2.78% during the week[1] - Oil prices surged due to heightened geopolitical tensions in the Middle East, contributing to the overall commodity market rebound[14] Risk Factors - There is a risk that U.S. inflation data may not improve as expected, which could impact market stability[1] - The ongoing macroeconomic data releases are crucial for assessing future asset price movements[21]