Hsu补充称，本月股市投资者的信心提升，部分抵消了非股市投资者信心的下滑。值得注意的是，在政治立场分布上，无论是共 和党、民主党，还是无党派人士，信心水平均出现了轻微回升。但整体而言，消费者对美国经济走向仍然缺乏信心，尽管相比4 月的低谷，部分担忧已有所缓解。 从历史角度来看，当前61.7的指数远低于历次经济衰退初期的水平。数据显示，自1978年以来，密歇根消费者信心指数的平均值 为84.4，而当前读数则分别低于这两个平均值26.9%和25.9%。在过去571个月的数据中，目前的61.7仅处于第6百分位，凸显当前 信心之低。 密歇根消费者信心指数通常具有一定波动性，平均月度变化为3.1点。本月1.0点的变动幅度属温和水平。数据显示该指数与美国 实际GDP之间存在一定关联，三个月移动平均趋势与经济基本面走向基本一致。 智通财经APP获悉，7月份，美国消费者信心连续第二个月上升，但整体乐观程度仍处于历史低位。密歇根大学发布的消费者信心 指数当月上升1.6%(1.0点)，达到61.7，是自今年2月以来的最高水平。不过，该指数较去年同期仍下滑7.1%(下降4.7点)，反映出美 国消费者对经济前景的看法依然偏悲观。 密 ...

金十数据8月1日讯，美国密歇根大学调查显示，尽管7月整体信心有所回升，但劳动力市场的前景仍不 及去年。约57%的受访者预计失业率将上升，高于去年同期的35%。密歇根大学的调查还显示，消费者 对通胀加速风险是否已过去仍持怀疑态度。调查负责人表示，"与此同时，消费者对商业环境的预期依 然悲观，对失业的担忧依然较高，且重要的是，他们认为自己可能会受到影响，尽管近期情况有所改 善，但这种心态组合意味着支出可能会放缓，因为消费者或将因风险预期而采取更为谨慎的财务行 为。"调查还显示，当前状况指数升至六个月高点68，而预期指数则下滑至57.7。 美国消费者整体信心有所回升 但对劳动力市场前景的信心不及去年 ...

美国10年期国债收益率目前跌2.19个基点，报4.4295%，北京时间22:00发布美国消费者信心和通胀预期 数据时刷新日低至4.4155%。 ...

Core Viewpoint - The decline in U.S. consumer confidence in June is attributed to widespread concerns about the economy, job market, and personal financial outlook due to trade policy implications [1] Group 1: Consumer Confidence Index - The Conference Board Consumer Confidence Index fell to 93 in June, lower than all economists' expectations [1] - This decline highlights ongoing worries about the potential economic impact of increased import tariffs [1] Group 2: Consumer Spending Behavior - Despite moderate inflation over the past three months, some consumers are becoming more cautious in their spending [1] - Consumers' assessment of current business conditions has become more pessimistic compared to May [1] Group 3: Employment Outlook - The perception of current job opportunities has weakened for the sixth consecutive month, although it remains in positive territory, aligning with a still strong job market [1]

Core Viewpoint - The slight decline in consumer confidence in the U.S. for May is disappointing, as there were expectations for a recovery following the suspension of tariffs by Trump [1] Group 1: Consumer Confidence - The University of Michigan's consumer confidence index has shown a small decrease in May [1] - Analyst Adam Button from Forexlive expressed disappointment in the data, indicating that a recovery was anticipated but did not materialize [1] Group 2: Tariff Impact - The suspension of tariffs is expected to be a favorable factor in the coming month, despite the current lack of recovery in consumer confidence [1]

Core Insights - The 10-year U.S. Treasury yield remained stable around 4.4% with a daily decline exceeding 3 basis points before and after the release of U.S. consumer confidence and inflation expectations data [1] - The 2-year Treasury yield increased by approximately 1.5 basis points, nearing 3.9450%, with an overall daily decline of over 2 basis points [1] - The 2/10 year Treasury yield spread fell below +45.5 basis points, with an overall daily decline [1] - Spot gold maintained a decline of 1.76%, stabilizing around $3182 per ounce [1] - The ICE U.S. Dollar Index dropped over 0.1%, approaching 100.70 points [1] - The Bloomberg Dollar Index experienced a rise, reaching a daily high of 1230.42 points, maintaining a V-shaped reversal since 20:00 Beijing time [1] - The S&P 500 Index held a gain of 0.1% [1]

Core Insights - Jefferies analysts report that American consumer pessimism has eased as global tensions subside and the Trump administration softens its trade policy stance [1] - Market sentiment has improved over the past two weeks, aligning with levels seen during the "liberation day" week [1] - There has been a strong positive reversal in sentiment among older, more educated consumer demographics [1] - Overall market sentiment remains below the peak levels observed in mid-January, but analysts note that the decline has halted [1]