日本40年期国债收益率上升12个基点至3.365%。 ...

Core Viewpoint - The yield on Japan's 30-year government bonds has increased by 10 basis points to 3.065% [1] Group 1 - The rise in yield indicates a potential shift in investor sentiment towards long-term government debt in Japan [1] - The increase of 10 basis points reflects broader trends in the bond market, possibly influenced by global economic conditions [1]

智通财经7月8日电，日本30年期国债收益率上升10个基点至3.065%。 ...

Core Viewpoint - The yield on Japan's 30-year government bonds has increased by 10 basis points to 3.065% [1] Group 1 - The rise in yield indicates a potential shift in investor sentiment towards long-term government debt in Japan [1] - The increase of 10 basis points reflects broader trends in the bond market, possibly influenced by economic factors such as inflation or monetary policy changes [1]

Macro News - The Trump administration has issued tariff letters to 14 countries, imposing a 25% tariff on imports from Japan and South Korea starting August 1, and a tariff ranging from 25% to 40% on Malaysia, South Africa, Indonesia, Myanmar, and Thailand. Additionally, countries aligning with anti-American policies of BRICS nations will face an extra 10% tariff, with the suspension period for reciprocal tariffs extended to August 1 [1] - The European Union claims good progress in trade negotiations with the U.S., with Portugal's finance minister suggesting a potential agreement on very low tariffs, possibly below 10% [1] Federal Reserve Outlook - The probability of the Federal Reserve maintaining interest rates in July is 95.3%, while the probability of a 25 basis point cut is 4.7%. For September, the probability of maintaining rates is 35.3%, and the cumulative probability of a 25 basis point cut is 61.8%. The market anticipates one rate cut each in September and December this year [1] Central Bank Gold Purchases - As of the end of June, China's gold reserves stood at 73.9 million ounces (approximately 2,298.55 tons), reflecting an increase of 70,000 ounces (about 2.18 tons) month-on-month, marking the eighth consecutive month of gold accumulation [1] Institutional Perspectives - Following the resilience shown in non-farm payrolls, the temporary extension of the tariff suspension to August 1 alleviated market risk sentiment. However, the announcement of new tariff levels on countries including Japan and South Korea, combined with China's continued gold purchases, has led to a robust performance in the precious metals market, showing a V-shaped rebound after a decline. Overall, despite short-term market fluctuations, the substantial increase in U.S. tariffs suggests a baseline scenario of rising inflation and economic slowdown. Furthermore, with the advancement of the "Big and Beautiful" Act, the U.S. debt and deficit issues are likely to worsen, indicating that precious metals are expected to face upward pressure [1]

香港证监会：希望推动在香港建立离岸国债的商业回购市场 金十数据7月8日讯，香港证监会行政总裁梁凤仪在债券通周年论坛2025上表示，我们希望推动在香港建 立离岸国债的商业回购市场，更好地发挥离岸国债作为融资工具的使用，并促进离岸国债的二级市场交 易。一个完善的回购市场，将提高更广泛类型投资者参与离岸国债市场的积极性。 ...

| | 欧元/美元 EURUSD | 1.174 | +0.30% | | --- | --- | --- | --- | | | 英镑/美元 GBPUSD | 1.363 | +0.20% | | === | 美元/日元 USDJPY | 146.111 | +0.03% | | | 澳元/美元 AUDUSD | 0.651 | +0.33% | | =7. | 美元/瑞郎 USDCHF | 0.797 | -0.16% | | | 纽元/美元 NZDUSD | 0.601 | | +0.34% | | --- | --- | --- | --- | --- | | 机 | 英镑/日元 GBPJPY | 199.116 | | +0.23% | | | | 虚拟货币 VIRTUAL CURRENCY | | | | a | 比特币 11 BTC | 107880.120 -382.820 | | -0.35% | | 1 | 菜特币 LTC | 85.760 | -0.290 | -0.34% | | | 以太坊 ETH | 2531.090 | -11.200 | -0.44% | | | 瑞波币 XRP ...

智通财经7月8日电，日本20年期国债收益率涨3个基点至2.455%。 ...

日本20年期国债收益率涨3个基点至2.455%。 ...

日本30年期国债收益率上涨3.5BP报3%。 ...