转自：新华财经 新华财经北京7月14日电（王柘）上周（2025年7月7日至7月11日）"股债跷跷板"起效，沪指站上3500点，债市收益率整体走高。大宗商 品价格也在近期明显回升，进一步压制债市情绪。全周来看，10年期国债收益率上涨2.2BP至1.665%。收益率短端涨幅更大，曲线趋向 熊平。 公开市场前半周维持净回笼操作，使得资金面边际收敛。本周扰动因素增加，关注政府债缴款、税期走款、1000亿元MLF到期、买断式 逆回购等。从目前披露的地方债发行计划来看，7月或是地方债发行高点，国债发行规模或相对下降。在宏观数据未发生明显转向、外 部不确定性依旧存在的背景下，预计短期内央行或持续护航债市，供给压力不必过度担忧。 行情回顾 2025年7月11日，中债国债到期收益率1年期、2年期、3年期、5年期、7年期、10年期、30年期、50年期较2025年7月4日分别变动 3.4BP、4.61BP、3.67BP、3.63BP、2.75BP、2.2BP、2.25BP、1.9BP。 | | | 中债国债收益率曲线(到期)》 | | | --- | --- | --- | --- | | 标准期限(年) | 7月4日 | 7月1 ...

V i e w p o i n t | 07 Jul 2025 10:45:34 ET │ 9 pages US Economics FOMC Minutes Preview – Preparing to lower interest rates CITI'S TAKE Minutes from the 17–18 June FOMC meeting are likely to be more in keeping with dovish post-meeting statements from Powell and other Fed officials than Powell's more neutral post-meeting press conference. Last week's strong jobs report makes a cut this month unlikely, in our view. We continue to expect cuts to resume in September, with 125bp of cuts delivered through March o ...

Asian Equity Perspectives How will equity markets respond to tariff imposition and easing rates? Tariff imposition and easing monetary policy are likely to be important macro influences on Asian equity markets in 3Q. We continue to expect a moderately positive beta environment and emphasize alpha ideas, notably where idiosyncratic aspects improve risk/reward. We expect a 9% USD 12m price return, emphasize North Asian markets (China, Japan, Korea) and raise sector economic beta. Timothy Moe, CFA +65-6889-119 ...

🇺🇸 JUST IN: President Trump calls for Fed Chair Powell to step down.“Jerome Powell's been very bad for our country. We should have the lowest interest rate on earth, and we don't.” https://t.co/MM2jm07q3Y ...

New today, National Economic Council Director Kevin Hasset revealing the White House is looking into whether President Trump has authority to fire Federal Reserve Chair Jerome Powell. This comes after the president criticized Pal for not dropping the interest rate by three points. He did that while speaking to the press on Friday.Joining me now is Kevin Hasset's predecessor, Leil Brainer. He is former director of the National Economic Council under President Biden and distinguished fellow at Georgetown SARS ...

I'd like to bring in a true economics expert now, Ken Rogoff. Ken formerly, as I mentioned, served as the chief economist and director of research at the International Monetary Fund. He's a professor of economics at Harvard University. He's the author of multiple books, including the recently published Our Dollar, Your Problem, an insider's view of seven turbulent decades of global finance and the road ahead. Ken, welcome back to the show. Good to see you. Thank you, Ally. That was a great overview. I'm sti ...

For much of this year, bond investors were all but certain that the Federal Reserve would resume cutting interest rates by September. Lately, that confidence has been wavering https://t.co/iQMufa2MUP ...

My mom taught me uh what Warren Buffett says and that's pay yourself first. And how do you pay yourself first. It's not really going out and buying something.It's actually investing in you and that's in your retirement in the betterment of yourself and that's like, you know, getting cert certified or your education or different things like that. That's paid dividends for me. Please, please, please save.There's so many things you want to buy, but please budget. Warren Buffett will tell you the same thing. Uh ...

RT Hyperliquid (@HyperliquidX)Hyperliquid hit a new OI ATH two days in a row. This time of >$11.3B. https://t.co/OEEXzq1rHl ...

During Marina Silva’s five-year tenure as environment minister, deforestation in the Amazon plummeted by 50%. Now she and her green policies are under attackPhoto: Alamyhttps://t.co/tL92Squo3R https://t.co/bK9tdE5mZu ...