金十数据7月15日讯，美国6月通胀如预期加速，投资者纷纷买入美国国债，推低了收益率。美国6月 CPI同比上涨2.7%，高于5月份2.4%的涨幅。核心CPI年率从2.8%上升至2.9%。美联储的通胀目标是 2%。美国PPI数据定于明天公布，预计也将加速。投资者正在仔细研究通胀数据，寻找关税影响的迹 象。6月份的数据支持美联储按兵不动，但CPI涨幅未超预期可能会缓解对美联储采取更强硬立场的担 忧。数据公布前，美债收益率稳步走高，数据公布后回落。10年期美债收益率为4.422%，2年期国债收 益率为3.912%。 美国通胀加速，美国国债收益率下滑 美国10年国债收益率 ...

美国国债收益率在CPI数据公布后下跌；10年期国债收益率跌2个基点，报4.407%。 ...

Core Insights - The upcoming June CPI data is expected to reflect the impact of tariffs, particularly on tariff-sensitive goods like clothing, but it is unlikely to prompt the Federal Reserve to take action this month [1][1][1] Economic Indicators - Economists predict a month-over-month increase of 0.3% for both overall and core CPI, compared to a 0.1% increase in May [1][1][1] - The 2-year U.S. Treasury yield rose by 0.4 basis points to 3.895%, the 10-year yield increased by 0.6 basis points to 4.432%, and the 30-year yield went up by 0.4 basis points to 4.977% [1][1][1]

美国国债收益率转为下行，10年期收益率现小幅下跌至4.411%。 ...

美联储会议纪要公布后，美国国债收益率变化不大；10年期国债收益率现跌6.5个基点，报4.352%。 ...

Group 1 - The U.S. 10-year Treasury yield increased by 4 basis points to 4.423%, while the real yield also rose by 4 basis points to 2.073% [1] - The U.S. Dollar Index (DXY) rose by 0.20% to 97.70, making gold priced in dollars more expensive for overseas buyers [2] - Japan and South Korea are accelerating trade negotiations with the U.S. to soften President Trump's stance on new tariffs effective August 1 [3] Group 2 - Despite the announcement of new tariffs, interest in gold as a safe-haven asset has decreased, leading to a drop in gold prices by over 1% during North American trading [5] - Optimism regarding trade agreements has increased market risk appetite, which has suppressed gold prices [5] - The Relative Strength Index (RSI) has triggered a "sell signal," indicating that sellers have outnumbered buyers, with gold needing to break below $3,246 per ounce for further declines [6] Group 3 - Key resistance levels for gold are at $3,311, $3,324, and $3,340, while support levels are at $3,277, $3,253, and $3,249 [7] - The momentum for gold remains strong, with a quantitative cycle greater than three years and a reference value of at least 67.1% [7] Group 4 - Key economic indicators to watch include U.S. wholesale sales for May and EIA crude oil inventory data for the week ending July 4 [9]

周一（7月7日）纽约尾盘，美国10年期基准国债收益率涨0.77个基点，报4.3794%，日内交投于 4.3201%-4.3972%区间，北京时间14:00之后呈现出持续、平滑的震荡上行行情，02:00之后略微回吐涨 幅。 两年期美债收益率涨1.46个基点，报3.8946%，日内交投于3.8468%-3.9008%区间。 ...

Group 1 - The House of Representatives passed the "Big and Beautiful Act," which is expected to be signed by President Trump before Independence Day, aiming to extend non-permanent tax cuts from his first term [1] - The act is projected to increase the deficit by over $2 trillion over the next decade, with the 2024 deficit expected to reach 6.4% of GDP, the highest level during peacetime and non-recession periods [1] - Concerns about the lack of a plan to address the deficit may lead to higher U.S. Treasury yields and a steeper yield curve [1] Group 2 - The new fiscal stimulus plan is expected to provide timely support to the slowing U.S. economy, boosting consumer spending and business confidence [2] - Despite the support from the act, economic growth is still anticipated to remain below trend due to the impact of tariffs [2] - Inflation risks are skewed to the upside due to factors such as a weaker dollar, increased actual tariff rates, and potential energy price hikes from geopolitical conflicts [2]

Group 1 - The core point of the article highlights that the yield on U.S. Treasury bonds has narrowed again, with the 2-year Treasury yield rising by less than 1 basis point, currently reported at 3.725% [1]

Core Viewpoint - The article highlights that U.S. Treasury yields have slightly narrowed due to Powell's reiteration of the Federal Reserve's patient approach towards interest rates [1] Group 1 - The Federal Reserve is maintaining a patient stance on interest rates, which influences market expectations [1] - U.S. Treasury yields are responding to the Fed's communication, indicating a potential stabilization in the bond market [1]