1. Powell's remarks have weakened the heat in the bond market. 2. CICC: The Federal Reserve may only need to cut interest rates by about 100~ 125bp in total. 3. Wall Street's interest rate cut dream needs to be put on hold for the time being, and the Federal Reserve cuts interest rate cut expectations. 4. Traders price 100% the possibility of the Federal Reserve cutting interest rates in November. 5. Japanese media: The Bank of Japan considers reducing the scale of government bond purchases. 6. ...
1. 鲍威尔的言论削弱了债券市场的热度。2. 中金:美联储可能仅共需要降息100~125bp左右。3. 华尔街的降息梦需暂时搁置,美联储下调降息预期。4. 交易员100%定价美联储11月降息的可能性。5. 日媒:日本央行考虑削减政府债券购买规模。6. 汇丰:英国大选对英国国债的影响微乎其微。7. 惠誉:CPI“开胃菜”提振市场,年内降息窗口敞开。8. MSCI决定不将欧盟债券纳入其政府债券指数。9. 二季度最大的政金债产品来了 80亿元爆款再现。10. 兰州银行:获准发行不超过50亿元二级资本债券。11. 摩根大通:日本央行可能将购债规模从5.7万亿缩减至5.1-5.3万亿日元。