两年期美债收益率跌0.40个基点，报3.8905%，日内交投于3.9176%-3.88%区间，美国总统特朗普透露铜 关税信息后刷新日高并迅速回落。 周二（7月8日）纽约尾盘，美国10年期基准国债收益率涨1.99个基点，报4.3992%，日内交投于 4.3754%-4.4331%区间。 ...

关于2026年5月鲍威尔任期届满后的继任人选，贝森特表示"存在多位优秀候选人"。当被问及自己是否 有意参选时，他表示"不会透露私下谈话内容"。 另外，贝森特还暗示希望鲍威尔在明年5月彻底离开美联储体系——虽然鲍威尔作为理事的任期可持续 至2028年，但如果其卸任主席后选择留任，2026年1月仅需替换理事阿德里安娜·库格勒的席位。 贝森特称："我们有望在明年填补两个席位。" 智通财经APP获悉，美国财政部长斯科特·贝森特周四公开质疑美联储政策制定者在利率问题上的判 断，重申两年期美债收益率走势表明基准利率水平过高。 贝森特周四在接受采访时表示："联邦公开市场委员会(FOMC)在利率决策上似乎存在判断偏差。" 尽管贝森特多次强调仅对既往货币政策发表评论，但他坚持认为"两年期收益率正在传递隔夜利率过高 的信号"。目前美联储设定的联邦基金利率目标区间为4.25%-4.5%，而两年期国债收益率已回落至 3.76%附近。 当被问及政府住房金融主管Bill Pulte要求美联储主席鲍威尔辞职的呼吁时，贝森特拒绝置评，仅表示美 联储应"像其他机构一样控制开支"。据悉，Pulte此前指控鲍威尔在国会听证会上就美联储大楼装修事项 ...

Core Viewpoint - The U.S. Treasury yields experienced an increase, with the 10-year benchmark yield rising to 4.2416% and the 2-year yield reaching 3.7725% [1] Group 1 - The 10-year Treasury yield rose by 1.36 basis points, trading within a range of 4.1852% to 4.2769% during the day [1] - The 2-year Treasury yield increased by 5.32 basis points, with a trading range of 3.6946% to 3.7848% [1] - The upward movement in yields was observed during the period from 19:09 to 23:51 Beijing time [1]

Group 1 - The yield on the 10-year U.S. Treasury bond increased by 3.52 basis points, reaching 4.2769% [1] - The 10-year Treasury yield has decreased by a total of 9.83 basis points this week, trading within the range of 4.4028%-4.2378% [1] - The yield on the 2-year U.S. Treasury bond rose by 2.86 basis points, now at 3.7480% [1] Group 2 - The 2-year Treasury yield has seen a cumulative decline of 15.97 basis points this week, fluctuating between 3.9289%-3.7071% [1]

两年期美债收益率跌4.44个基点，报3.7807%，全天处于下跌状态，整体交投于3.8155%-3.7664%区间。 周三（6月25日）纽约尾盘，美国10年期基准国债收益率跌0.39个基点，报4.2906%，日内交投于 4.33%-4.2749%区间。 ...

Group 1 - The US banking sector is set to experience the most significant capital loosening since 2008, with regulatory agencies reviewing a proposal to lower the enhanced supplementary leverage ratio (eSLR) requirement by 1.5 percentage points from the current 5% [2] - The European Union is preparing to implement additional tariff countermeasures against the US ahead of the July 9 deadline for US-EU trade negotiations, aiming to create a "real threat" to the US [2] - Germany has significantly increased its budget for future fiscal deficits to boost defense spending to 3.5% of GDP, with net new borrowing expected to reach approximately €500 billion over the next five years [2] Group 2 - The US current account deficit surged to a historical peak of $450.2 billion in the first quarter, with the goods trade deficit expanding to a record high of $466 billion [2] - The consumer confidence index in June dropped by 5.4 points to 93, falling below all economists' expectations, indicating potential concerns in consumer sentiment [2] - The Federal Reserve Chairman Jerome Powell indicated that recent economic data could have supported further rate cuts, but concerns over tariffs impacting inflation efforts may delay such decisions until at least September [1][2]

两年期美债收益率跌4.44个基点，报3.8633%，日内交投于3.9289%-3.8083%区间。 周一（6月23日）纽约尾盘，美国10年期基准国债收益率下跌2.76个基点，报4.3475%，北京时间08:00 开盘以来，至19:29保持微幅高位震荡状态，最高达到4.4028%，随后持续下挫，在伊朗报复"美国周末 袭击伊朗核设施"之际、于00:36跌至4.2886%刷新日低。 ...

周五（6月20日）纽约尾盘，美国10年期基准国债收益率跌1.57个基点，报4.3751%，本周累计下跌7.11 个基点，一直处于下跌状态，整体交投于4.4443%-4.3377%区间。 两年期美债收益率跌3.337个基点，报3.9077%，本周累跌5.87个基点，整体交投于3.9749%-3.8824%区 间，仅仅在周一美股开盘之后短暂上涨，周三美联储宣布FOMC连续四次按兵不动、披露（含利率预期 点阵图的）经济预期概要（SEP）"急剧"下挫至本周最低位。 ...

两年期美债收益率跌1.04个基点，报3.9414%，北京时间13:21微幅上扬至3.9561%刷新日高，北京时间 02:00发布美联储利率决议声明+经济预期概要（SEP）时跳水至3.8824%刷新日低，随后跌幅收窄。 周三（6月18日）纽约尾盘，美国10年期基准国债收益率大致持平，报4.3909%，日内交投于 4.4087%-4.3377%区间，整体呈现出V形走势。 ...

两年期美债收益率跌1.88个基点，报3.9476%，日内交投区间为3.97749%-3.9035%，零售销售数据发布 时跳水并刷新日低，随后回升，在美股盘初短暂转涨。 周二（6月17日）纽约尾盘，美国10年期国债收益率跌5.94个基点，报4.3869%，全天处于下跌状态，目 前处于第二波下行之中，北京时间20:30发布美国零售销售数据时刷新日低至4.3770%。 ...