华侨银行每日国库展望（13月2026日）

关键论点

• 美国7月CPI环比上涨0.1%，缓解了美联储近期加息的担忧，核心CPI同比放缓至2.5%。
• 中国央行认为仅靠贷款增长不足以衡量货币政策立场，暗示容忍贷款增长放缓。
• 印度尼西亚计划到2029年实现E20乙醇混合燃料目标，以加强能源安全。
• 马来西亚6月工业生产指数同比增长放缓至6.5%，低于5月的8.5%。
• 新加坡能源市场管理局有条件批准从马来西亚进口900兆瓦电力。

对应原文证据

1. US equities closed mixed overnight, with the S&P 500 and Nasdaq edging higher while the Dow was broadly flat. Technology stocks led the gains, supported by stronger earnings and guidance across AI-related names, while a relatively benign US inflation report helped ease concerns over a near-term Fed rate hike. · short_term
2. whilst core CPI matched estimates at +0.2% month-on-month and +2.5% year-on-year, the slowest annual core pace since March 2021, trimming market-implied odds of a September Fed hike to below 44%. · short_term
3. Ongoing deadlock in Middle East peace negotiations and Iran's increasingly assertive military posture kept geopolitical risk elevated, partially offsetting the constructive inflation print. · short_term