Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, indicated that fluctuations in ultra-long-term bond yields could impact short-term and medium-term yields, necessitating close monitoring of market dynamics and their effects on the economy [1] Group 1 - The Bank of Japan is focusing on the relationship between ultra-long-term bond yields and their potential influence on shorter-term yields [1] - There is an emphasis on the importance of observing market trends to understand their implications for the broader economy [1]

Core Insights - The Federal Reserve meeting minutes indicate that the ongoing changes in correlation or the perceived weakening of U.S. assets as a safe haven may have lasting impacts on the economy [1] Group 1 - Participants noted that the changing correlation could affect economic conditions [1] - The perception of U.S. assets as a safe haven is diminishing, which may influence investor behavior [1] - The potential long-term effects on the economy were highlighted as a significant concern [1]

Core Viewpoint - The downgrade in ratings will impact the cost of capital and may have broader implications for the entire economy [1] Group 1 - The Federal Reserve's Bostic indicated that a downgrade in ratings could lead to increased funding costs [1] - The potential rise in funding costs may affect various sectors across the economy [1] - The overall economic impact of such rating downgrades could be significant, influencing investment decisions and financial stability [1]

Core Viewpoint - The Mexican president expressed hope that a recently announced measure, which will be implemented for only 15 days, will not have a significant economic impact on Mexico [1] Group 1 - The measure is temporary, lasting only 15 days, indicating a short-term approach to address a specific issue [1]

Core Insights - The details of tariffs are crucial for understanding their economic impact [1] Group 1 - The Federal Reserve's Williams emphasized the importance of tariff specifics in assessing economic effects [1]

美联储主席鲍威尔：目前还没有从关税数据中看到重大的经济影响。 ...

美联储主席鲍威尔表示，目前还没有从关税数据中看到重大的经济影响。 ...