【美债收益率飙升，新兴市场资产下跌】受高油价引发的全球抛售潮拖累，新兴市场股票与债券走低，市场静待美国通胀数据出炉。周五，韩国与印尼债券领跌亚洲新兴市场。MSCI新兴市场指数最大跌幅达1.8%，触及一周低点；新兴市场货币指数下跌0.3%。美债收益率大幅上行，引发新兴市场资产下挫。美国10年期基准国债收益率逼近5%心理关口，部分投资者认为，一旦突破该水平，新兴市场资产资金外流或将加速。韩国10年期国债收益率上行9个基点，印尼则上升6个基点。三菱日联银行外汇分析师迈克尔·万写道，近期美债收益率上行“越来越多地源于紧缩政策，更关键的是风险溢价走高”，这对亚洲外汇与利率市场构成隐患。“今日全球市场的核心焦点是美国CPI数据。”美国互换市场定价显示，美联储9月加息25个基点的概率为70%，一周前该概率尚不足60%。
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