Group 1 - Traders have increased bets on a rate cut by the Bank of England, expecting a reduction of 52 basis points this year [1] - The UK GDP contracted by 0.3% month-on-month in April, marking the first contraction in six months, against an expected contraction of 0.1% and a previous growth of 0.2% [1]

| CHEHING | 贵金属日评20250611:美国商务部长日与中国谈判顺利,就业下降促英国央行降息升温 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 较昨日变化 | 交易日期 | 较上周变化 | 2025-06-10 | 2025-06-09 | 2025-06-04 | 收盘价 | 774.72 | -7.36 | 775. 06 | 782. 42 | 0. 34 | | | | | 成交量 | -76.031.00 | 179960.00 | 255991.00 | 191944.00 | -11, 984. 00 | 期货活跃合约 | 持仓量 | 173184.00 | -3, 021. 00 | 170163.00 | 180310.00 | -10,147.00 | | | | 库存(十克) | 17817.00 | 17847.00 | 17247.00 | -30. 00 | 570. 00 ...

交易员已完全定价英国央行今年将再降息两次。 ...

智通财经6月10日电，交易员完全消化英国央行年内再有两次降息的情景。 ...

Group 1 - European government bonds opened mostly flat, with the 2-year German government bond yield unchanged at 1.87% [1] - The 10-year and 30-year government bond yields fell by 1 basis point to 2.56% and 3% respectively [1] - Traders are awaiting the German 2030 bond auction and comments from European Central Bank officials Villeroy and Rehn [1] Group 2 - Traders have increased bets on a rate cut by the Bank of England, now expecting a 45 basis point cut by the end of the year, up from 41 basis points on Monday [1] - Data shows that the number of employed individuals in the UK has seen its largest decline since 2020, with wage growth slowing [1]

Core Insights - The UK interest rate futures are pricing in a 46 basis point cut by the Bank of England for the remainder of 2025, an increase from the previous expectation of a 39 basis point cut before the labor market data was released [1]

俄罗斯6月关键利率 20%，预期 20%，前值 21%。 ...

俄罗斯央行意外降息100个基点。 ...

Core Viewpoint - The Reserve Bank of India (RBI) has unexpectedly lowered interest rates, leading to a decrease in the forward premium of the US dollar against the Indian rupee [1] Group 1 - The RBI's decision to cut interest rates was beyond market expectations, indicating a shift in monetary policy [1] - The reduction in interest rates is likely to stimulate economic activity by making borrowing cheaper [1] - Following the rate cut, the forward premium of the US dollar against the Indian rupee has declined, reflecting changes in currency market dynamics [1]

Core Viewpoint - The Indian 10-year government bond yield has decreased by 10 basis points following an unexpected 50 basis point rate cut by the central bank [1] Group 1 - The central bank's decision to cut interest rates by 50 basis points was unexpected, indicating a shift in monetary policy [1] - The decline in the 10-year bond yield reflects market reactions to the central bank's actions, suggesting increased investor confidence in lower borrowing costs [1]