此前，印度央行表示将向政府支付2.69万亿卢比的股息，低于市场预期。 印度10年期国债收益率上行3个基点至6.28%。 ...

Group 1 - The core viewpoint of the article highlights the increasing volatility in the overseas bond market, particularly with the 30-year U.S. Treasury yield surpassing 5% and Japan's bond yields rising due to weak auction results [1][2] - The U.S. bond market is facing multiple negative factors, including a downgrade of the U.S. sovereign credit rating by Moody's, concerns over the fiscal deficit, and weak demand for U.S. Treasuries, which are pushing long-term yields higher [2][3] - Japan's bond yields are also rising sharply due to a significant imbalance in supply and demand, exacerbated by fiscal expansion and a relatively tight monetary policy from the Bank of Japan [2][3] Group 2 - In contrast to the overseas markets, China's bond market remains stable, with the 10-year government bond yield fluctuating within a narrow range of 1.68% to 1.72% [3][4] - The People's Bank of China has implemented a moderately loose monetary policy to support liquidity, including a recent reserve requirement ratio cut and substantial medium-term lending facility operations [3][4] - Analysts expect the Chinese bond market to continue its narrow fluctuations, with the 10-year government bond yield projected to remain between 1.65% and 1.70% in the short term [4]

Core Viewpoint - The German bond market experienced a decline in yields across various maturities, influenced by geopolitical tensions and market reactions to U.S. trade policies [1] Group 1: Yield Movements - The yield on the 10-year German government bond fell by 7.6 basis points to 2.567%, with a total decline of 2.3 basis points for the week [1] - The 2-year German bond yield decreased by 6.7 basis points to 1.764%, accumulating a total drop of 9.1 basis points over the week [1] - The 30-year German bond yield dropped by 6.3 basis points to 3.088%, with a total increase of 4.8 basis points for the week [1] Group 2: Market Reactions - The significant drop in yields on May 23 was triggered by new tariff threats from U.S. President Trump against the EU, leading to a sharp decline in the 2-year yield to 1.707% [1] - The yield spread between the 2-year and 10-year German bonds decreased by 0.910 basis points to +80.041 basis points, reflecting a cumulative increase of 6.839 basis points for the week [1]

美国财长贝森特：非常接近调整补充杠杆率（SLR）。我们可能会在夏季看到SLR的变化。SLR的调整 可能对国债收益率产生影响。 ...

美国财长贝森特：补充杠杆率（SLR）调整可能使国债收益率下降数十个基点。 ...

Group 1 - Eurozone government bond yields continued to decline following Trump's announcement of tariff measures [1] - The yield on Germany's 10-year government bonds fell by 8.5 basis points to 2.55% [1]

上海期货交易所指定交割仓库期货5月23日仓单日报显示，白银期货总计960641千克，今日仓单较上一 日增加11444千克。 沪银主力短线还是继续看回落，今日白银期货开盘报8236元/千克，最高触及8286元/千克，最低触及 8200元/千克，截止收盘报8263元/千克，日内跌幅0.37%。 周四的数据显示，经季节性调整的英国制造业采购经理人指数意外从 4 月份的 45.4 降至 5 月份的 45.1，因为市场预测报告期内的读数为 46.0。与此同时，英国 5 月服务业商业活动指数初值升至 50.2， 而前值为 49.0，预期为 50.0。 在美国国债收益率下跌的推动下，英镑/美元上涨，美元下跌。由于对美国财政赤字增加的担忧日益加 剧，30 年期美国债券收益率从 5.15% 回落，为 19 个月来的最高水平，而特朗普的"一大美丽法案"正在 进入参议院。 美国众议院周四以一票之差批准了特朗普的预算，该预算将对小费收入和美国制造的汽车贷款提供税收 减免。据国会预算办公室 （CBO） 称，该提案预计将使赤字增加 38 亿美元。 地区 仓库 期货 增减 上海 中储吴淞 111864 0 外运华东虹桥 121651 0 ...

Group 1 - The yield on Germany's 10-year government bonds decreased by 0.3 basis points, settling at 2.643%, with intraday trading between 2.666% and 2.635% [1] - The yield on Germany's 2-year bonds fell by 4.0 basis points to 1.831%, initially opening slightly higher at 1.874% before declining, and reaching a daily low of 1.821% [1] - The yield on Germany's 30-year bonds increased by 1.5 basis points, reaching 3.151% [1] Group 2 - The spread between the 2-year and 10-year German bond yields rose by 3.725 basis points, now at +80.950 basis points [2]

智通财经5月22日电，英国30年期国债收益率升至自4月9日以来的最高水平，报5.579%，日内涨6个基 点。 ...

美国国债收益率继续攀升，10年期至30年期国债收益率达到周高点。 ...