
周三早盘,美国国债收益率在上一交易日回落后出现攀升,投资者正等待备受关注的10年期国债拍卖以及美联储最近一次会议的会议纪要。
U.S. Treasury yields climbed early Wednesday after retreating in the previous session, as investors awaited a closely watched 10-year note auction and minutes from the Federal Reserve's last meeting.
基准10年期美国国债收益率上升3个基点至5.307%,30年期国债收益率上升4个基点至5.69%。2年期国债收益率上升1个基点至4.801%。1个基点等于0.01%,且收益率与价格呈反向变动。
The Benchmark 10-year Treasury was up 3 basis points to 5.307%, and the 30-year Treasury bond rose 4 basis points to 5.69%. The 2-year Treasury note yield was up one basis point to 4.801% One basis point equals 0.01%, and yields and prices move in opposite directions.
投资者预计周三将发生两件关键事件。定于美东时间下午2点发布的FOMC会议纪要将被仔细解读,以寻找有关美联储货币政策决策的潜在见解。在美联储9月的会议上,政策制定者投票决定自2023年以来首次加息。
Investors are anticipating two key events on Wednesday. FOMC meeting minutes, due 2:00 p.m. ET, will be parsed for potential insights on Fed monetary policy decision-making. At the Fed's September meeting, policymakers voted to raise interest rates for the first time since 2023.
过去六周,由于投资者担心通胀和能源价格上涨,债券收益率一直处于抛售状态。
Bond yields have been selling off over the past six weeks as investors were concerned about inflation and rising energy prices.
根据CME集团的FedWatch工具,交易员目前定价美联储在下一次会议上维持利率不变的概率为78%。
Traders are now pricing in a 78% chance that the Fed will keep rates unchanged at its next meeting, according to the CME Group's FedWatch tool.
财政部计划周三拍卖390亿美元的10年期国债,这将考验在当前通胀、债务水平和期限风险担忧的背景下,收益率是否具有足够吸引力以吸引买家,或者投资者是否会要求更高的溢价。
The Treasury plans to sell $39 billion of 10-year notes in an auction on Wednesday that will test whether yields are now attractive enough to draw buyers or investors will demand an even bigger premium, amid concerns about inflation, debt levels and term risk.
BMO美国利率策略主管Ian Lyngen和其他分析师在周二收盘时的一份报告中表示:“周二3年期国债拍卖的认购情况令人鼓舞——虽然略有不足,但并未像之前几期票息拍卖那样出现大幅抛售。”
"We were encouraged by the takedown of Tuesday's 3-year auction supply – which stopped through slightly but didn't tail as had been the previous streak for coupon auctions," BMO's Head of U.S. Rates Strategy Ian Lyngen and other analysts said in a note at Tuesday's close.
分析师补充道:“不言而喻,[周三的]10年期国债供应对于设定美国利率基调更为重要。尽管3年期国债供应获得良好认购,但在10年期国债重新发行之前,我们将寻找具有实质意义的拍卖让步——无论是直接让步还是曲线上的让步。”
"It goes without saying that [Wednesday's] 10-year supply is far more relevant for setting the tone in US rates. Notwithstanding the solid reception to the 3-year supply, we'll look for an auction concession of significance ahead of the reopening of 10s – either outright or on the curve," the analysts added.