每日国债展望 · 要点

关键论点

• 美中贸易缓和，据报道拟将停火延长六个月，在特朗普与习近平会晤前支撑风险偏好。
• Meta的Muse AI代理登顶美国iPhone下载榜，带动芯片股普涨及Meta股价涨11%。
• 布伦特连续第四日下跌，因霍尔木兹海峡出货增加及伊朗外交希望，缓解近期通胀担忧。
• 美联储表态不一：穆萨莱姆寻求限制，古尔斯比对通胀回到2%保持乐观。

对应原文证据

1. On the other hand, the overnight Fed commentary was fairly mixed, with St Louis ’s Musalem said to eye further policy restraint while Chicago ’s Goolsbee stayed optimistic on getting inflation back to the 2% target.
2. Minister Bahlil said the programme must rely on domestic agricultural supply rather than imported bioethanol, while the government also plans to accelerate exploration of domestic oil basins and blocks and optimise aging wells to raise crude production.
3. Credit Market Updates Market Commentary: • The SGD SORA OIS curve traded flat to lower yesterday with the shorter tenors trading flat, belly tenors trading 0-1bps lower, and 10Y tenor trading 1bps lower.