华侨银行每日国债展望（2026年8月24日）

关键论点

• 尽管回购干预，美国国债收益率仍高企，10年期收益率在4.73%。
• 闪存PMI显示美国服务业急剧加速，支持加息预期。
• 美加贸易紧张和伊朗冲突的地缘政治风险。
• 亚洲央行（泰国银行、韩国银行、菲律宾央行）预计维持或加息。
• 英伟达财报和杰克逊霍尔讲话是本周关键事件。

对应原文证据

1. While the S&P500 rose 0.43%, led by financials, healthcare and materials, it still closed down 1.43% for the week. · 1 week
2. The UST bond market remained nervous, with the 10-year yield up 3bps at 4.73% · 1 week
3. trade negotiations with Canada have broken down - US imposed 50% tariffs on around USD20bn of Canadian goods with Canada announcing retaliatory tariffs from 8 September as well. · 1-3 months