欧元区公债收益率周四走高，追随美国公债走势，投资者聚焦美联储的政策前景并等待日内稍晚的美国 关键就业数据公布。 欧元区指标--德国 10 年期公债收益率上涨 0.5 个基点，至 2.75%。 投资者密切关注乌克兰和平谈判，因为如果达成协议，可能缓解通胀压力并支持经济增长，从而可能影 响欧洲央行的政策路径。 欧元区指标--德国 10 年期公债收益率上涨 0.5 个基点，至 2.75%。 投资者密切关注乌克兰和平谈判，因为如果达成协议，可能缓解通胀压力并支持经济增长，从而可能影 响欧洲央行的政策路径。 日本30年期公债收益率周四创下纪录新高，这有助于支持该天期债券的新债标售；此刻正值日本政府计 划实施大规模债务刺激政策。 美国借贷成本仍主导市场走势，因市场预计欧洲央行将维持利率至2027年。 美国10年期公债收益率上涨2.5个基点至4.08%，周三下跌，此前数据显示 11 月民间部门就业岗位意外 减少。 对欧洲央行政策利率前景预期更为敏感的德国两年期公债收益率上升 1 个基点，报 2.06%。该收益率周 一曾触及2.08%，为3月底以来最高水平。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：刘明亮 不过市场 ...

每经AI快讯，12月1日，日本五年期公债收益率上升3.5个基点至1.345%，创2008年6月来最高。 ...

每经AI快讯，9月25日，日本40年期公债收益率下跌2个基点至3.360%。 ...

Group 1: Macroeconomic Data - The U.S. housing market data showed mixed results, with July single-family home starts increasing by 5.2% to 1.428 million units, driven by apartment project growth, while building permits fell by 2.8% to a five-year low of 1.35 million units, indicating low builder confidence [2] - U.S. Treasury yields declined, with the two-year yield down by 1.7 basis points to 3.754%, the ten-year down by 3.7 basis points to 4.302%, and the thirty-year down by 4 basis points to 4.902%, reflecting rising inflation expectations which are unfavorable for gold [2] - The stock market saw the Nasdaq index drop by 1.46%, influenced by concerns over tech stocks like Nvidia, while the S&P 500 fell by 0.59% and the Dow Jones remained flat, indicating cautious consumer sentiment and uncertainty regarding tariffs [2] Group 2: Federal Reserve Policy Expectations - There is an 85% probability that the Federal Reserve will cut rates by 25 basis points in September, which would typically lower the opportunity cost of holding gold [3] - Market uncertainty surrounds Fed Chair Powell's upcoming speech at the Jackson Hole symposium, with concerns that he may downplay the prospect of a September rate cut, potentially strengthening the dollar and pressuring gold prices [3] - The release of the July Fed meeting minutes is anticipated, which may provide insights into the economic outlook and influence gold prices depending on whether a hawkish or dovish stance is reinforced [3] Group 3: Geopolitical Factors - President Trump expressed hope for an end to the Ukraine conflict, suggesting that U.S. support could help ensure Ukraine's security, which could improve global risk sentiment and reduce gold's appeal as a safe-haven asset [4] - However, uncertainty remains as Trump acknowledged that Putin may be unwilling to reach an agreement, which could sustain support for gold [4] Group 4: Technical Analysis - The daily chart indicates that gold prices have entered a short-term corrective phase after a significant drop, with a strong bearish trend continuing as evidenced by four consecutive bearish candles [6] - Key resistance levels are identified at 3328/3329 and 3345/3346, while support is noted at 3309 and 3268, indicating a bearish outlook for short-term trading strategies [6][8] - The four-hour chart confirms a continuation of the bearish trend, with a focus on selling at higher levels, particularly below the previous high of 3345/3346 [8][9]

Core Viewpoint - Japan's 10-year government bond yield has reached its highest level since 2008, indicating significant changes in the bond market and potential implications for investors and the economy [1] Group 1 - The yield on Japan's 10-year government bonds has increased, reflecting a broader trend in rising interest rates [1] - This rise in yield may influence borrowing costs and investment strategies within the financial sector [1] - The current yield level suggests a shift in investor sentiment and expectations regarding future economic conditions in Japan [1]

Core Viewpoint - Japan's 10-year government bond yield has reached its highest level since 2008, indicating significant changes in the bond market and potential implications for investors and the economy [1] Group 1 - The yield on Japan's 10-year government bonds has increased, reflecting a broader trend in rising interest rates [1] - This rise in yield may impact borrowing costs and investment strategies within the financial sector [1] - The current yield level suggests a shift in investor sentiment and expectations regarding future economic conditions in Japan [1]

Core Viewpoint - The yield on Japan's 40-year government bonds has increased by 8 basis points to 3.455% [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 8 basis points reflects broader trends in the bond market and may influence future borrowing costs for the government [1]

Group 1 - The yield on Japan's 40-year government bonds has increased by 8 basis points to 3.455% [1]

Group 1 - The yield on Taiwan's 10-year government bonds decreased by 2.3 basis points to 1.4000% [1]

Core Viewpoint - The 30-year Japanese government bond yield has reached a record high of 3.195% [1] Group 1 - The increase in the yield indicates rising borrowing costs for the Japanese government [1] - This record high may impact investor sentiment and market dynamics in Japan [1] - The rise in yields could lead to a shift in investment strategies among institutional investors [1]