海外市场周观察：美债风险与关税加码共振

Group 1 - The report highlights that US stocks faced dual pressures from debt risks and escalating tariffs, leading to a decline across major indices, with the S&P 500 down by 2.61% [2][8] - The report notes a significant rise in the 30-year US Treasury yield, surpassing 5%, indicating market concerns regarding US sovereign credit risk and long-term inflation [2][8] - The report emphasizes the importance of monitoring inflation and other key economic data, as the potential implementation of tariffs on June 1 could further pressure US stocks [2][8] Group 2 - The report indicates mixed performance in global major asset classes, with NYMEX platinum showing the highest increase at 10.22%, while the S&P 500 experienced the largest decline at 2.61% [3][29] - In the equity market, the Hang Seng Index recorded the highest gain at 1.10%, while the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all faced declines [3][34] - The report details sector performance, noting that the materials sector in the US saw a slight increase of 0.10%, while the real estate sector faced the largest decline at 3.55% [3][40] Group 3 - The report provides updates on key US economic data, including a decline in the Conference Board Leading Economic Index for April to -1%, and an increase in new home sales to an annualized rate of 743,000 units [2][8] - The report mentions that the US manufacturing and services PMIs for May both exceeded previous values and expectations, both standing at 52.3 [2][8] - The report highlights that existing home sales in the US for April were annualized at 4 million units, slightly below previous and expected values [2][8]