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美国股市在疲软就业数据后上涨,但债券恢复抛售US stocks climb after weak jobs data, but bonds resume selling

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纽约/伦敦--周五主要股指上涨,美元下跌,因美国就业数据弱于预期后,美联储本月晚些时候加息的预期下降。

NEW YORK/LONDON -- Major stock indexes rose and the dollar fell on Friday as expectations for a Federal Reserve interest rate hike later this month decrease after softer-than-forecast U.S. jobs data.

然而,随着债券市场恢复持续抛售,全球收益率升至二十年来未见的水平,收益率再次上升。

Yields, however, rose again, as the bond market resumed an ongoing sell-off that has seen global yields rise to levels not seen in two decades.

美国劳工部备受关注的就业报告显示,上个月非农就业岗位增加了29,000个,低于接受路透社调查的经济学家预期的90,000个。8月份就业增长从之前报告的162,000个激增下调至133,000个。

Nonfarm payrolls increased by 29,000 jobs last month, the U.S. Labor Department's closely watched employment report showed, short of the expected gain of 90,000 according to economists polled by Reuters. Job growth for August was revised down to 133,000 from a previously reported 162,000 surge.

美联储上个月自2023年以来首次加息,但在数据公布后,美联储对10月份加息的押注逐渐减弱。交易员目前认为美联储在10月份加息25个基点的可能性约为21%,而报告发布前这一比例约为26%。

Bets on an October rate rise from the Fed, which last month increased rates for the first time since 2023, faded after the data. Traders now see a roughly 21% chance that the Fed will hike rates by 25 basis points in October, compared with about 26% before the report.

Neuberger高级副总裁、投资组合经理兼利率交易员约瑟夫·珀特尔(Joseph Purtell)表示:“劳动力市场印刷不像8月份那么火爆。”然而,他仍然形容劳动力市场基本稳定。

"It wasn't as hot a labor market print as August," said Joseph Purtell, senior vice president, portfolio manager and rates trader at Neuberger. He still described the labor market as largely stable, however.

在周五的就业报告中,对10月份加息的预期已经在下降。两位高级政策制定者本周表示,他们希望获得更多数据,然后再决定下一步如何处理利率。LSEG表示,数据公布后,12月加息的可能性最初下降,但随后上升。

Expectations for an October rate hike had already been declining going into Friday's jobs report. Two top policymakers said this week they wanted more data before deciding what to do next with interest rates. Odds of a December hike initially fell following the data but then increased, according to LSEG.

更高的利率通常被视为对股市不利,因为它增加了企业和消费者的借贷成本。

Higher rates are often viewed as a negative for stocks because they increase borrowing costs for businesses and consumers.

纳斯达克综合指数上涨1.2%,领涨华尔街,上涨319.27点,至27190.86点。道琼斯工业平均指数上涨250.40点,涨幅0.5%,至51176.96点,标准普尔500指数上涨56.27点,涨幅0.7%,至7722.72点。

The Nasdaq composite was 1.2% higher, leading Wall Street, as it gained 319.27 points to 27,190.86. The Dow Jones Industrial Average rose 250.40 points, or 0.5%, to 51,176.96, and the S&P 500 rose 56.27 points, or 0.7%, to 7,722.72.

摩根士丹利资本国际全球股指上涨7.01点,至1140.27点,涨幅0.6%。泛欧斯托克600指数上涨0.75%。

MSCI's gauge of stocks across the globe rose 7.01 points, or 0.6%, to 1,140.27. The pan-European STOXX 600 index rose 0.75%.

美元兑欧元和日元走弱。欧元最新上涨0.16%,报1.1259美元。美元兑日元下跌0.18%,至157.79。

The dollar was down against the euro and yen. The euro was last up 0.16% at $1.1259. Against the yen, the dollar weakened 0.18% to 157.79.

美国国债收益率在就业数据公布后最初一度下行,但日内随后走高;一些投资者指出,就业报告并未疲弱到足以排除美联储在未来数月加息的可能性。

U.S. Treasury yields initially lost ground following the jobs data, but were later higher on the day, with some investors noting that the jobs report was not so weak that it removed chances for the Fed to raise rates in coming months.

全球债券市场近几周持续遭抛售,因为美国和以色列与伊朗的战争推高能源价格,令通胀前景更加复杂,并进一步加剧本已吃紧的公共财政压力。美国10年期基准国债收益率以1994年以来最大季度涨幅结束9月。

Global bond markets have been steadily selling off in recent weeks as the U.S.-Israeli war with Iran pushed up energy prices, complicating the inflation outlook and further straining already stretched public finances. Benchmark 10-year U.S. yields closed September with their largest quarterly rise since 1994.

基准美国10年期国债收益率最新上行4.93个基点,报5.283%。2年期国债收益率通常与市场对美联储利率的预期同步变动,目前上行4.6个基点,报4.833%。

The yield on benchmark U.S. 10-year notes was last up 4.93 basis points at 5.283%. The 2-year note yield, which typically moves in step with interest rate expectations for the Fed, was up 4.6 basis points at 4.833%.

欧洲政府债市场周五交易仍波动剧烈,德国与法国10年期国债收益率之差达到2011年欧元区债务危机以来最大。

Trading on Friday remained volatile in European government bond markets, with the gap between the German and French 10-year yields hitting the widest level since the euro zone debt crisis in 2011.

德国2年期国债收益率最新持平于3.05%,盘中在2.943%的低点和3.063%的高点之间大幅波动;法国2年期国债收益率上涨约4个基点至3.73%,早些时候一度升至3.84%。意大利2年期国债收益率下跌7个基点至3.547%。

German 2-year bond yields were last flat at 3.05%, having swung between session lows of 2.943% and highs of 3.063%, while French 2-year yields were around 4 basis points higher at 3.73%, having risen to as much as 3.84% earlier. Italian 2-year yields were down 7 basis points at 3.547%.

本周,德国2年期国债收益率累计下跌近25个基点,法国2年期国债收益率则上涨近14个基点。

This week, 2-year German yields have fallen nearly a quarter point, while those on 2-year French bonds have risen nearly 14 basis points.

欧洲领导人同意美国总统唐纳德·特朗普释放柴油储备的请求后,布伦特原油期货上涨,美国西得克萨斯中质原油则保留了此前的部分跌幅。

Brent crude futures climbed while U.S. West Texas Intermediate held on to a portion of earlier losses after European leaders agreed to U.S. President Donald Trump's request to release diesel reserves.

截至美国东部时间下午2时20分,布伦特原油最新上涨46美分,涨幅0.45%,报每桶102.77美元。美国西得克萨斯中质原油下跌1%,报每桶91.90美元。

Brent was last up 46 cents, or 0.45%, at $102.77 a barrel at 2:20 p.m. EDT. WTI was down 1% to $91.90 a barrel.