Group 1 - OPEC and non-OPEC oil-producing countries have decided to increase production by 137,000 barrels per day in October, following a meeting on September 7 [3] - The eight countries involved include Saudi Arabia, Russia, Iraq, UAE, Kuwait, Kazakhstan, Algeria, and Oman, and they will adjust production based on market conditions to maintain stability [3] - In September, these countries had already increased production by 547,000 barrels per day [4] Group 2 - U.S. Treasury Secretary stated that if the Supreme Court upholds a ruling against the government's tariff measures, approximately half of the collected tariffs would need to be refunded, which could have disastrous consequences [6] - A recent poll indicated that President Trump's approval rating stands at 43%, with 57% of respondents disapproving of his performance, particularly regarding inflation management [8][9] - The poll also revealed that only 39% of respondents approved of Trump's handling of inflation, highlighting economic concerns among the public [9]

新华财经北京9月2日电周二，小长假结束后的美国市场开始盘前交易，多数美债遭抛售，长期美债收益率跳升6个BPs以上。由于法院裁 决推翻特朗普政府的大部分关税政策，美国政府或不得不退还已经征收的关税，这将令本已紧张的联邦财政状况进一步恶化。 截至新华财经19:50发稿时，2年期美债收益率上涨3.5BPs至3.658%，10年期美债收益率上升逾6.3BPs至4.289%，30年期美债收益率攀升 逾6BPs至4.978%。 据美国媒体报道，美国总统特朗普的关税成为焦点，此前一家联邦上诉法院周五裁定大部分全球关税都是非法的。最高法院以7票赞 成、4票反对的结果裁定，只有国会有权实施全面征税。特朗普回应说，这一决定"高度党派化"，他将向美国最高法院提起上诉。 最高法院表示："国会征收关税等税收的核心权力由宪法完全赋予立法部门。"然而，这些关税目前仍在实施。 虽然特朗普的关税最初引发了对通胀的担忧，推高了收益率，但市场观点在夏季发生了变化，债券投资者被关税带来的收入所鼓舞。根 据税务基金会的数据，到2025年，关税将带来1721亿美元的收入，这对一个预算赤字不断膨胀的国家来说，将是一个很好的财政提振。 瑞杰金融集团政策专家 ...