Group 1 - The Reserve Bank of New Zealand has lowered the official cash rate (OCR) by 25 basis points to 3.25%, with a cautious tone in its statement, and the decision was made with a vote of 5 in favor and 1 against [1] - Goldman Sachs predicts that tariffs will only cause temporary fluctuations in U.S. inflation, estimating that core personal consumption expenditures (PCE) inflation will rise to 3.6% by the end of 2025, with a cooling labor market and wage growth dropping from over 4% in 2022 to 2.9% currently [1] - The Australian Federal Bank expects the Reserve Bank of Australia to cautiously lower interest rates further, with a 60% probability of a 25 basis point cut in July, down from 70% prior to data release [2] Group 2 - Westpac Bank anticipates that the Reserve Bank of New Zealand will lower the OCR one to two more times before the current cycle ends, with one expected cut in the third quarter, adjusting the highest rate forecast for August to 3% [2] - Goldman Sachs Asset Management analysts believe that market pessimism regarding long-term U.S. Treasury bonds is exaggerated, suggesting investors increase duration as the yield premium on long-term U.S. Treasuries is expected to rise [2] - Analysts note weak demand for Japanese government bonds, leading to rising yields on 30-year bonds, which may impact the transmission mechanism of monetary policy [2]