美国国债周四下跌。在上午交易时段，债期走低，此前12月份Challenger裁员数据和每周初请失业金人 数数据均好于预期。油价上涨也在当天对收益率构成上行压力，而交易员聚焦于周五的美国非农就业数 据，以及美国最高法院可能将就总统特朗普关税的合法性作出的裁决。在SOFR期权方面，美国交易时 段对上行期权的需求旺盛。 纽约时间下午3点刚过，国债收益率全线走高1.5个基点至4个基点，曲线中段领涨，2年/5年和2年/10年 利差均陡化1.5个基点。 10年期国债收益率收于约4.18%，接近盘中高位，当日走高3个基点。 国债的大部分跌幅出现在上午交易时段，原因是两项数据读数表现稳健。WTI当日收涨逾4%，加剧了 收益率走高压力，而股期也从隔夜跌势中回升。 在周五就业报告公布前，国债和SOFR期权均交投活跃。亮点包括一笔1天到期的交易，押注债券市场更 大幅反弹；同时在SOFR期权方面，美国下午时段对2026年9月到期的1年期曲线中部97.50看涨期权需求 旺盛。 除非农就业外，关于关税的美国最高法院裁决也在关注之列，相关决定可能触发SOFR—联邦基金利率 利差的交易活动升温。 截至美东时间下午3：15 2年期国债收益率报 ...

China’s benchmark bond yield is poised to fall below Japan’s, a historic crossover that may reignite fears the world’s No. 2 economy is sliding into the deflationary spiral that paralyzed its neighbor in the 1990s https://t.co/QCgvU5ZD03 ...

The yield on the 10-year benchmark note is expected to move between 6.53% and 6.58%, a trader at a private bank said. It closed at 6.5231% on Friday. Bond yields move inversely to prices. "Spreads between the longer end and the 10-year bond yield should come down as the benchmark paper will be under tremendous selling pressure," the trader said. New Delhi reduced the amount of ultra-long bonds in its fiscal second-half borrowing plan after suggestions from investors, shifting some of the borrowing to short ...

Group 1 - The British pound has experienced significant volatility this week due to concerns over the UK's fiscal situation and government control, leading to fluctuations in exchange rates [1] - As of the report, the pound is trading at 1.3434 against the dollar, marking three consecutive weeks of decline, while the euro is stable at 86.67 pence [1] - The yield on UK 30-year government bonds surged to its highest level since 1998, influenced by a global sell-off of long-term bonds [1] Group 2 - The rise in government bond yields typically supports the local currency; however, in this case, the increase is driven by inflation concerns rather than optimism about long-term economic growth, putting pressure on the pound [1] - The Bank of England's Governor Andrew Bailey indicated uncertainty regarding the pace of future interest rate cuts, following a reduction in August [1] - Market expectations for a rate cut in November have dropped significantly from 67% to 18%, suggesting that UK bond yields may remain elevated compared to other major economies [2] Group 3 - The UK currently has the highest borrowing costs among G7 economies, with a 10-year government bond yield of 4.74%, compared to 4.2% in the US and 1.6% in Japan [2] - UK Chancellor Rachel Reeves is under pressure to maintain fiscal stability and has committed to strict spending controls ahead of the autumn budget announcement on November 26 [2]