Group 1 - The core point of the article is that the UK two-year government bond yield has fallen to its lowest level since May 8, reaching 3.874%, with a daily decrease of 4 basis points [1] - The decline in bond yields follows the release of weak economic growth data for April [1]

韩国5月外国对本国债券的净投资增加11.34万亿韩元，而4月为增加11.26万亿韩元；5月外国对韩国股市 的净投资为增加2.01万亿韩元，而4月份为减少13.59万亿韩元。 ...

研究中心宏观团队 2025/06/12 | | 全 球 资 产 市 场 表 现 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 主要经济体10年期国债收益率 | | | | | | | | | | | 美国 | 英国 | 法国 | 德国 | 意大利 | 西班牙 | 瑞士 | 希腊 | | 2025/06/11 | 4.422 | 4.551 | 3.225 | 2.534 | 3.445 | 3.117 | 0.264 | 3.243 | | 最新变化 | -0.050 | 0.010 | 0.023 | 0.012 | 0.010 | 0.020 | -0.003 | 0.030 | | 一周变化 | 0.066 | -0.054 | 0.021 | 0.008 | -0.046 | 0.001 | 0.053 | -0.008 | | 一月变化 | -0.045 | -0.118 | -0.128 | -0.144 | -0.252 | -0.180 | -0.099 | -0.205 | | 一年变化 | ...

Group 1 - The CEO of DoubleLine Capital, Jeffrey Gundlach, stated that the U.S. debt burden and interest expenses have become "unsustainable," potentially leading investors to withdraw from dollar assets [1] - Gundlach compared the current market environment to the period before the 1999 internet bubble burst and the 2006-2007 global financial crisis, indicating a looming "cleansing" in the market [1][2] - Gundlach emphasized the growing appeal of gold as a "real asset class," suggesting that it is no longer just a choice for survivalists and speculators [3] Group 2 - Gundlach noted that the private credit market is experiencing "over-investment" and risks of forced selling, similar to the CDO market in the mid-2000s [1] - He mentioned that public credit markets have outperformed private credit markets in recent months, indicating a shift in investment dynamics [1] - Gundlach highlighted that as the economy weakens, long-term bond yields may continue to rise, potentially prompting the Federal Reserve to intervene with quantitative easing if yields reach 6% [2] Group 3 - Gundlach predicted that gold prices could rise from approximately $3,350 per ounce to $4,000 per ounce, reflecting a significant bullish outlook on gold [4] - He identified India as a "reliable" long-term investment opportunity, drawing parallels between India's current situation and China's 35 years ago [4]

精彩观点抢先看： 点击链接，可阅读原文。 十年期国债是目前市场中交易量最大的单一债券品种，规模与流动性占据绝对主导。债券市场中十年国 债的配置价值不仅体现在久期相对较长、有较为可观的收益率、弹性相对较大，更重要的是它是债券市 场基准。买十年国债就像股市里买沪深300一样，大家可以通过买十年期国债获得整个市场的行情。配 置十年国债，就相当于我们把资产配置的组合和市场基准牢牢绑定了。 每经编辑｜赵云 十年国债ETF投资的样本空间是剩余期限7到10年的国债。持仓透明、费率低，且支持T+0交易。十年国 债ETF从2017年8月成立，之后的2018年到2024年每一个完整年度都取得了正收益。 直播时间：2025-6-6 10:00~11:00 通常而言，当经济预期相对不是特别强劲、通胀比较温和、货币相对而言比较宽松的时候债券市场表现 较好。比如历史表现来看，十年国债ETF在2018年、2021年、2023年、2024年分别取得了7.60%、 5.19%、4.37%、9.02%的收益。而在通胀比较高或者我们认为经济增长比较强劲的时候，债券可能会相 对偏逆风一些。但是尽管在这样的市场环境下十年国债ETF依然取得了不错的回报 ...

Group 1 - Foreign investment in Japanese bonds for the week of June 6 amounted to 219.8 billion yen, a significant decrease from the previous value of 1,165.4 billion yen [1]

周三（6月11日）纽约尾盘，美国10年期基准国债收益率下跌4.95个基点，报4.4203%，北京时间20:09 （美国CPI通胀数据发布前不到半个小时）涨至4.5037%刷新日高，数据发布时跳水至4.44%，02:28刷新 日低至4.4045%。 两年期美债收益率跌6.66个基点，报3.9515%，20:04涨至4.0433%刷新日高，CPI数据发布时跳水至 3.96%，02:18刷新日低至3.9369%。 三年期美债收益率跌7.22个基点，五年期美债收益率跌6.49个基点，七年期美债收益率跌6.03个基点。 ...

美国至6月11日10年期国债竞拍-投标倍数 2.52，前值2.6。 ...

美国至6月11日10年期国债竞拍-得标利率 4.421%，前值4.34%。 ...

Group 1 - The auction results for the 10-year U.S. Treasury bonds, including the winning yield and bid-to-cover ratio, will be announced shortly [1]