英国央行首席经济学家皮尔：不确定性并未限制政策选择。 ...

泰国央行行长：美国关税造成非常高的不确定性，关税影响将在第四季度显现。 ...

Core Viewpoint - The Governor of the Bank of Canada, Macklem, stated that uncertainty makes it particularly difficult to predict the risks facing the financial system [1] Group 1 - The current economic environment is characterized by significant uncertainty, impacting the ability to forecast financial risks [1]

金十数据5月8日讯，投资者正在努力应对特朗普关税对经济影响的不确定性，而现在又要面临的可能性 是，混乱的贸易背景意味着货币政策的路径仍然悬而未决。ClearBridge高级投资策略分析师Josh Jamner 表示，投资者最不喜欢的就是不确定性，而美联储却无法为他们提供确定性。富兰克林坦伯顿投资组合 管理主管Robert Christian表示，鲍威尔和其他投资者一样，只是在等着看事情如何发展。Columbia Threadneedle Investments高级利率策略师Ed Al-Hussainy表示，美联储至少要到9月才会采取行动。要让 美联储在9月之前就开始采取行动，需要出现一些急剧恶化的情况，到9月，我们至少会对方向有更清晰 的了解。 策略师：9月之前美联储难有大动作 ...

Report Industry Investment Rating - The investment rating for stock index futures is "Oscillatory operation" [2][3] - The investment rating for treasury bond futures is "Short - term optimistic" [3] Core Viewpoints Stock Index - The Fed paused rate cuts again, warning of stagflation risks and reiterating increased "uncertainty". Powell ignored Trump, saying the economy is still good and uncertainty is extremely high, and refused to act preemptively due to tariffs. The Bank of Japan unanimously agreed to "stand pat", keeping the interest rate at 0.5%. China's Foreign Ministry responded to the China - US high - level economic and trade talks. China's financial sector introduced a package of policies to stabilize the market and expectations. A major reform plan for the public fund industry was implemented, linking the interests of investors, tying fund managers' compensation to returns, and reducing fees. With multiple positive factors, attention should be paid to the stock index trend. If there is a downward trend to fill the gap, it may fill the gap before rebounding; if the overall situation is stable and favorable, the stock index may oscillate strongly [1] Treasury Bond - Currently, as the policy rate drives down the short - term money market interest rate center, the certainty of the short - to medium - term part of the curve is relatively high. After the curve steepens again, it in turn provides "protection" for the long - term end. The bond market as a whole may still be in a situation with a relatively high probability of success but limited odds. Before the fundamental situation shows a significant improvement, there is no need to be overly cautious [2] Market Review Stock Index - The main contract futures of CSI 300 rose 0.51%, the main contract futures of SSE 50 rose 0.66%, the main contract futures of CSI 500 rose 0.01%, and the main contract futures of CSI 1000 rose 0.12% [4] Treasury Bond - The 10 - year main contract fell 0.19%, the 5 - year main contract fell 0.08%, the 30 - year main contract fell 0.62%, and the 2 - year main contract fell 0.01% [6] Technical Analysis Stock Index - The KDJ indicator shows that the broader market oscillates strongly [5] Treasury Bond - The KDJ indicator shows that the T main contract oscillates strongly [7] Strategy Suggestions Stock Index - Oscillatory operation [2] Treasury Bond - Short - term optimistic [3] Data Table | Date | Futures Variety | Closing Price (yuan/piece) | Change (%) | Trading Volume (lots) | Open Interest (lots) | | --- | --- | --- | --- | --- | --- | | 2025/05/07 | CSI 300 continuous main contract | 3785.00 | 0.51 | 56105 | 141994 | | 2025/05/07 | SSE 50 continuous main contract | 2646.40 | 0.66 | 29460 | 46351 | | 2025/05/07 | CSI 500 continuous main contract | 5620.20 | 0.01 | 54572 | 100287 | | 2025/05/07 | CSI 1000 continuous main contract | 5955.20 | 0.12 | 158085 | 174521 | | 2025/05/07 | 10 - year treasury bond continuous main contract | 108.85 | - 0.19 | 85388 | 180727 | | 2025/05/07 | 5 - year treasury bond continuous main contract | 106.00 | - 0.08 | 62281 | 151057 | | 2025/05/07 | 30 - year treasury bond continuous main contract | 120.14 | - 0.62 | 115667 | 93433 | | 2025/05/07 | 2 - year treasury bond continuous main contract | 102.31 | - 0.01 | 40388 | 89974 | [9]

"新债王"Gundlach："不确定性"足以概括5月7日（的美联储决议声明+鲍威尔新闻发布会）。 ...

"新债王"冈拉克：今天的关键词是"不确定性"。 ...

金十数据5月8日讯，SignatureFD分析师Tony Welch表示，美联储会议后美债收益率下跌，可能表明投资 者担心紧缩的货币政策将对经济产生影响。目前经济正在放缓，在更长时间内实施较紧的货币政策肯定 会是一个不利因素。特朗普的关税正在影响美联储的想法，因为FOMC的声明"一开始"就提到了贸易。 鲍威尔将在新闻发布会上多次使用"不确定性"这个词。 分析师：货币政策从紧将拖累美国经济前景 ...

美联储主席鲍威尔：我的直觉告诉我，不确定性非常高。（经济）下行风险已经增加。 ...

波兰中央银行：财政和监管政策是不确定性的来源。全球贸易和通胀也增加了不确定性。 ...