Group 1 - Investors are assessing the US economic conditions under moderate inflation and recent trade agreements, leading to a slight increase in US Treasury prices and a decline in yields [1] - The 2-year Treasury yield decreased by 0.6 basis points to 4.011%, the 10-year yield fell by 2.4 basis points to 4.475%, and the 30-year yield dropped by 2.5 basis points to 4.918% [1] - Mortgage demand in the US has risen for the second consecutive week, indicating that potential buyers are attracted by the increased supply of homes for sale [3] Group 2 - The average contract rate for a 30-year fixed mortgage increased from 6.84% to 6.86%, which is 22 basis points higher than the same period last year [3] - The Consumer Price Index (CPI) for April rose by 2.3% year-on-year, which is below economists' expectations of 2.4% and reflects the lowest level since February 2021 [3] - Housing costs were the main driver of inflation in April, despite a decrease in gasoline prices [3] Group 3 - Economists are looking for early signs of tariffs affecting US households, as tariffs are expected to increase consumer prices [4] - Deutsche Bank analysts noted that the impact of tariffs on inflation data is still not fully reflected and may become apparent by June [4] - The UK central bank's chief economist expressed concerns that inflation in the UK may be stronger than expected, potentially requiring higher interest rates than investors anticipate [5] Group 4 - The US Treasury is set to issue a $60 billion 17-week short-term debt on May 14, with additional bonds totaling $160 billion to be issued on May 15 [7]

美国媒体9日发布的一份调查显示，大多数美国小企业对美经济状况感到悲观，同时担忧关税政策对自 己的业务造成负面影响。美国消费者新闻与商业频道发布的针对美国小企业的调查显示，仅有30%的小 企业主认为当前经济状况优秀或良好，70%的小企业主认为当前的经济状况一般或者差劲。51%的小企 业主表示，他们预计贸易政策的变化将在未来的12个月对他们的业务产生负面影响。有66%的小企业主 认为他们已经受到或预计会受到关税政策的影响。60%的小企业主表示，他们最近对企业的财务状况感 到非常或有些压力。同时有63%的小企业主表示，他们对自己的财务状况感到非常或有些压力。通货膨 胀和关税是造成这种压力的主要因素。(央视新闻) ...

美联储威廉姆斯：未来几季度将有助于揭示经济状况。 ...

美联储威廉姆斯：硬数据告诉我们，目前经济状况良好。 ...

美联储主席鲍威尔：经济状况现在表现不错，我们的政策并不是很严格。 ...