美债收益率

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赵兴言:强势黄金一盆冷水熄了火?早盘3758附近博弈下跌!
Sou Hu Cai Jing· 2025-09-25 02:49
Group 1 - Gold experienced a significant drop after reaching a historical high of $3791 per ounce, falling to a low of $3717 due to comments from Federal Reserve Chairman Jerome Powell dampening interest rate cut expectations [1][3] - Powell's cautious outlook on interest rate decisions highlighted the need to balance high inflation with a weak job market, contributing to the decline in gold prices [3] - The rise in U.S. Treasury yields, with the 10-year yield increasing by 3 basis points to 4.137%, and real yields climbing nearly 3.5 basis points to 1.76%, negatively impacted gold prices as they are inversely related [3] Group 2 - Despite the recent drop, gold remains above the 5-day moving average, indicating a sustained upward trend, with strong buying power observed at lower levels [6] - The resistance level for gold is identified around $3758, while support is noted at $3735 and $3720, suggesting potential trading strategies based on these levels [8]
美债收益率集体上涨,10年期美债收益率涨4.24个基点
Mei Ri Jing Ji Xin Wen· 2025-09-24 23:44
(文章来源:每日经济新闻) 每经AI快讯,周三(9月24日),美债收益率集体上涨,2年期美债收益率涨3.48个基点报3.608%,3年 期美债收益率涨5.06个基点报3.607%,5年期美债收益率涨5.95个基点报3.723%,10年期美债收益率涨 4.24个基点报4.149%,30年期美债收益率涨3.63个基点报4.752%。 ...
美股两连阴道指跌近200点,中概股大涨阿里巴巴飙升8%
Di Yi Cai Jing· 2025-09-24 22:38
Market Overview - The three major U.S. stock indices declined, with the Nasdaq and S&P 500 down approximately 0.3% each [2] - The Dow Jones Industrial Average fell by 171.50 points, or 0.37%, closing at 46,121.28 points [2] - The Nasdaq Composite Index decreased by 0.34%, ending at 22,497.86 points, while the S&P 500 dropped 0.28% to 6,637.97 points [2] - The materials sector led the decline, while the energy sector rose due to a significant increase in oil prices [2] Economic Data - U.S. new home sales annualized total increased from 664,000 in July to 800,000 in August, a rise of 20.5%, exceeding market expectations [4] - Mortgage applications rose by 0.6% in the week ending last Friday, attributed to a decrease in the average rate for 30-year fixed mortgages [4] Federal Reserve Commentary - Federal Reserve Chairman Jerome Powell expressed caution regarding asset prices, indicating they appear to be at "fairly high valuation levels" [4] - Powell emphasized the need for the Fed to balance inflation risks with signs of labor market weakness in future interest rate decisions [4] - San Francisco Fed President Mary Daly suggested that further rate cuts may be necessary due to slowing economic growth and consumer spending [4] - Chicago Fed President Austan Goolsbee maintained a cautious stance, asserting that the U.S. job market remains stable [4] Individual Stocks - Intel shares surged over 6% in after-hours trading amid reports that the company is seeking investment from Apple [2][6] - Micron Technology's stock fell by 2.8% due to potential competition from Samsung in the high bandwidth memory sector [6] - Freeport-McMoRan's stock plummeted by 17% after announcing that its Grasberg mine in Indonesia faced force majeure, leading to expected declines in copper and gold sales [6] Commodity Prices - International oil prices reached a seven-week high, with WTI crude oil rising by 2.49% to $64.99 per barrel and Brent crude oil increasing by 2.48% to $69.31 per barrel [6] - Gold prices retreated from record highs, with COMEX gold futures for September delivery falling by 1.28% to $3,732.10 per ounce [6]
美债收益率集体下跌,5年期美债收益率跌3.84个基点
Mei Ri Jing Ji Xin Wen· 2025-09-23 22:20
(文章来源:每日经济新闻) 每经AI快讯,周二(9月23日),美债收益率集体下跌,2年期美债收益率跌2.75个基点报3.573%,3年 期美债收益率跌3.07个基点报3.556%,5年期美债收益率跌3.84个基点报3.663%,10年期美债收益率跌 4.06个基点报4.106%,30年期美债收益率跌4.81个基点报4.715%。 ...
经合组织上调全球经济增长预测 美债收益率周二盘前下行
Sou Hu Cai Jing· 2025-09-23 13:10
来源:中国金融信息网 全球资产管理公司East Spring投资在周二发布的一份报告中表示,美联储在9月份议息会议期间的"鸽派转变",应该会对未来几个月的利 率市场产生积极影响。 当地时间周二,投资者将关注几位联储官员的讲话。上午9点,美联储负责监管的副主席米歇尔·鲍曼发表讲话;亚特兰大联储总裁博斯 蒂克10点发表讲话;中午12:35,美联储现任主席鲍威尔将发表讲话。 据外媒周一报道,对于美联储下任主席人选,美国财政部长贝森特近日表示,将在下周完成与11位候选人中剩余10人的面谈,包括现任 美联储理事和地区联储总裁。预计下周开始缩小候选人名单,可能会有两到三份名单,最终向特朗普总统推荐一位候选人。他再次排除 了自己出任美联储主席的可能性,并表示将继续留任财政部长。 此外,投资者亦关注本周将公布的个人消费支出指数(PCE),美联储青睐的该指数应该能让人们对通胀压力和美国整体经济状况有所 了解。 经合组织(OECD)周二上调全球经济增长预测,预计今年全球经济增长3.2%,而6月份的预测为2.9%。对2026年的预期维持在2.9%不 变。该组织对美国经济增长预期也从6月份的1.6%上调至2025年的1.8%。与20 ...
美债收益率集体上涨,10年期美债收益率涨2.12个基点
Mei Ri Jing Ji Xin Wen· 2025-09-22 22:11
每经AI快讯,周一(9月22日),美债收益率集体上涨,2年期美债收益率涨3.36个基点报3.601%,3年期 美债收益率涨3.65个基点报3.587%,5年期美债收益率涨2.45个基点报3.701%,10年期美债收益率涨2.12 个基点报4.147%,30年期美债收益率涨2.07个基点报4.763%。 ...
荷兰国际集团:短期美债中性,2026年10年期收益率或升至4.5%
Sou Hu Cai Jing· 2025-09-22 10:44
Core Viewpoint - The Dutch International Group's interest rate strategists maintain a neutral stance on U.S. Treasury bonds in the short term, anticipating a modest increase in market optimism due to expected core PCE growth of 0.2% [1] Group 1: Market Sentiment - The anticipated core PCE growth is expected to boost market optimism and lead to a decline in U.S. Treasury yields [1] - The strategists are closely monitoring opportunities to shift towards a more bearish position on 10-year U.S. Treasury bonds [1] Group 2: Economic Indicators - The Federal Reserve shows less concern regarding growth prospects, supported by recent unemployment claims data indicating a stable job market [1] - Inflation data is expected to rebound, with ongoing supply-side pressures suggesting an upward trend in yields [1] Group 3: Yield Projections - The strategists project that the yield on 10-year U.S. Treasury bonds will rise to 4.5% by 2026 [1]
荷兰国际:短期内对美债持中性观点 寻找机会做空10年期美债
Sou Hu Cai Jing· 2025-09-22 09:48
Core Viewpoint - Dutch International Group's interest rate strategists maintain a neutral stance on U.S. Treasuries in the short term, anticipating a relatively mild core PCE month-on-month increase of 0.2%, which may boost market optimism and drive down Treasury yields [1] Group 1 - The strategists expect the 10-year U.S. Treasury yield to rise to 4.5% by 2026 [1] - There is a potential opportunity to shift towards a more bearish position on 10-year U.S. Treasuries at the appropriate time [1] - The Federal Reserve shows little concern regarding economic growth prospects, and recent unemployment claims data indicates a positive outlook for the current job market [1] Group 2 - Inflation data is expected to begin rising, with ongoing supply-side pressures [1] - These combined factors suggest an upward trend in yields [1]
黄金,继续向上冲击!
Sou Hu Cai Jing· 2025-09-22 09:02
Group 1 - Wall Street analysts have returned to a neutral outlook on gold prices following the Federal Reserve's interest rate cut, with 40% expecting prices to rise in the coming week, 20% predicting a decline, and 40% anticipating a sideways movement [1] - Retail investors have cooled their enthusiasm, with 58% optimistic about price increases, 24% forecasting declines, and 18% expecting consolidation, indicating a retreat from previous bullish sentiment [1] - The Shanghai gold price surged to a historic high, increasing by 2.01% to close at 846.5 yuan per gram [1] Group 2 - According to GF Futures, the market's interpretation of the Federal Reserve's interest rate decision is neutral, with the dollar index rebounding after a decline [3] - Technical indicators suggest that the precious metals market has entered an overbought condition, leading to a potential pullback as funds may exit due to the "buy the rumor, sell the news" logic [3] - The outlook for the future indicates that with increasing risks in the U.S. labor market, the dual characteristics of "strengthened expectations - compromised independence" in the Federal Reserve's policy path will continue to suppress the dollar index and U.S. Treasury yields, while geopolitical tensions in Europe and the U.S. will increase institutional demand for precious metals as a safe haven [3]
美债收益率不降反升 银价或维持震荡偏强格局
Jin Tou Wang· 2025-09-21 23:34
Group 1 - The silver market experienced a significant drop after failing to break the $43 resistance level, but managed to rebound and recover some losses [1] - The short-term trading dynamics are influenced by the price being above the EMA50, providing support and positive momentum, particularly with encouraging signals from the relative strength index [1] - The U.S. Treasury market's movements have a profound impact on both the dollar and silver, with expectations of further interest rate cuts by the Federal Reserve influencing market dynamics [2] Group 2 - Recent TIC data shows a moderate net inflow of approximately $2 billion into U.S. securities, despite significant sell-offs by China and Japan, indicating a mixed sentiment among foreign investors [3] - The overall trend suggests that U.S. securities continue to receive reasonable support, which could provide potential backing for U.S. Treasury bonds [3] - Silver prices are currently in a bullish structure, with key resistance levels identified at $42.950 and $43.516, and potential upward movement if these levels are broken [4]