Group 1 - The yield on UK two-year government bonds decreased by 10 basis points to 3.91% [1]

英国2年期国债收益率创下自5月9日以来的最低水平，当日下跌约9个基点，至3.92%。 ...

Core Viewpoint - The yield on Japan's 30-year government bonds has decreased by 5 basis points to 2.86% [1] Group 1 - The decline in the yield indicates a potential shift in investor sentiment towards long-term government bonds [1] - A decrease in yield may suggest increased demand for safer assets amid economic uncertainties [1]

日本30年期国债收益率下行5个基点至2.86%。 ...

Group 1 - Japan plans to repurchase ultra-long-term government bonds to curb the sharp rise in bond yields, which has raised concerns among policymakers [1] - The yield on Japan's ultra-long-term bonds has reached historical highs, influenced by the recent surge in U.S. Treasury yields and domestic supply issues [1] - The Japanese Ministry of Finance will make a final decision on the bond repurchase after meetings with market participants on June 20 and 23 [1] Group 2 - Analysts express optimism about the government's measures, suggesting that the challenges in the Japanese bond market are "technical" rather than "structural" [2] - Approximately 90% of Japanese government bonds are held domestically, indicating that supply-demand imbalances are more about timing than fundamental flaws [2] - The Bank of Japan may discuss slowing down its bond purchases in an upcoming policy meeting, with potential reductions in the quarterly purchase scale [2] Group 3 - The recent rise in long-term bond yields has supported the yen, as capital flows back to Japan may strengthen the currency [3] - Analysts predict that the USD/JPY exchange rate could decline from 144 to 136 by the end of September due to domestic investor behavior [3] - The Bank of Japan's hawkish stance may encourage domestic investors to favor local bonds over foreign ones [3]

·美国国债收益率下跌投资者关注本周拍卖 ·泰国通胀数据不太可能影响央行利率决策 【机构分析】 ·日元多头押注过高或致其长期下跌 ·过度投机已抑制了日元的上涨势头，且市场对日元长期下跌趋势可能重启的预期正在增加。4月日元多 头押注达到157亿美元的历史高位，6月仍维持在131亿美元的高位，而此前日元多头押注的最高水平仅 为80亿美元。押注规模越大，对市场的抑制作用越强，而投机者迟早会平仓离场，无论盈利与否，日元 多头最终都将面临抛售压力。美元兑日元在接近关键支撑位时止跌，而这一支撑位可能是未来大幅上涨 的基础，这使得当前的极端投机状态更加值得关注。美元兑日元的上涨趋势还受到日本和美国货币政策 的支持。 ·英镑兑美元在欧元走强带动下保持温和上涨态势 ·ING外汇分析师Chris Turner指出，英镑兑美元在欧元走强带动下保持温和上涨态势。本周英镑的关键 事件包括周二的就业数据和周三英国政府的支出审查，但预计两者都不会对英镑产生重大影响。预计英 镑兑美元将在1.3500至1.3600区间内交易，但如果英国央行今年降息两次（每次25个基点），则可能会 面临一些下行风险。目前市场仅预期今年英国央行将降息36个基点。 ...

日本10年期国债收益率下跌0.5个基点至1.45%，扭转此前涨势。 ...

日本30年期国债收益率回落，最新上涨了1.5个基点，报2.89%。 ...

在美国总统特朗普4月扩大关税措施之前，日本经济已经处于收缩状态。 对于一季度已萎缩的日本经济而言，前景依旧不容乐观。 日本内阁府6月9日发布的数据显示，日本第一季度国内生产总值（GDP）折合年率为下降0.2%，低于 此前预估的0.7%。 其中，个人消费增长了0.1%，企业支出增长了1.1%。库存为经济增长贡献了0.6个百分点，而净出口则 拖累了经济增长0.8个百分点。上述数据显示，在美国总统特朗普4月扩大关税措施之前，日本经济已经 处于收缩状态。 牛津经济研究院（Oxford Economics）日本首席经济学家长井滋人（Nagai Shigeto）近日在接受第一财 经记者采访时表示，对日本经济后续的走势较为悲观。在一季度增速下降后，长井预计，今年二季度日 本GDP增速会持平，"消费会维持温和增长的态势，但是全球经济增速放缓会影响日本的出口，同时， 围绕美国关税的高度不确定性会抑制日本国内外的投资。" 五轮关税谈判"无果" 在日本内阁府关于最新GDP数据公布前，日美刚刚结束第五轮关税谈判，但依然毫无进展。日本经济再 生担当大臣赤泽亮正于当地时间6月5日~6日在华盛顿出席了第五轮日美关税谈判。事后，他表示双 方 ...

Core Viewpoint - The yield on India's 10-year government bonds has increased by 5 basis points to 6.34% [1] Group 1 - The rise in yield indicates a potential shift in investor sentiment towards government securities [1] - The increase in yield may reflect broader economic conditions and expectations regarding inflation and interest rates [1]