每日国债展望 · 要闻

关键论点

• 美国消费者信心降至十多年低点，JOLTS职位空缺减少，显示需求与劳动力市场同步降温。
• 纽约联储威廉姆斯认为无需急于进一步紧缩，下次会议加息概率由约70%降至近50%，带动2年期收益率下行5-6个基点。
• 澳洲联储加息25个基点至4.60%并维持紧缩倾向，警示仅凭活动放缓或不足以使通胀回归目标。
• 中国国务院承诺加大逆周期调节、加快再贷款投放并出台稳楼市措施，次日即有相关政策落地。

对应原文证据

1. The Conference Board's consumer confidence index fell 6.7 points to 81.9 in September, its lowest reading in over a decade, with both current conditions and expectations deteriorating.
2. Two-year yields fell around 5-6bp, while markets reduced the probability of another Fed hike at the next meeting from around 70% to near 50%.
3. Elsewhere, the RBA raised its cash rate by 25bp to 4.60%, citing stronger-than-expected growth, persistent inflation and the broader pass- through of higher energy costs.