美债收益率正迈向连续第二个交易日的下行轨道，这一走势的背后，是市场对美联储本月加息可能性的预期出现明显降温——相关概率已从此前的63%滑落至50%。值得注意的是，即便推动收益率近期攀升至高位的基本面因素尚未发生实质性改变，债券市场依然选择了回调。与此同时，原油期货价格上扬1%，布伦特原油更是触及每桶96美元的水平，这无疑令通胀担忧继续萦绕市场心头。最新数据显示，美国7月贸易逆差扩大至886亿美元，但幅度不及市场预期；每周初请失业金人数则基本持平，维持在20.6万人。外汇市场上，美元指数走弱0.5%，其中对日元汇率更是下跌2%，市场普遍猜测这与日本当局的干预举动有关。截至发稿，基准10年期美债收益率已从隔夜的4.781%回落至4.744%，而2年期收益率亦由4.376%降至4.317%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.