美元/泰铢 (USDTHB) 加自选

周五，10年期美国国债收益率降至4.63%左右，扭转了唐纳德·特朗普总统敦促美联储降低利率后两天的上涨趋势。尽管如此，人们普遍预计美联储将在下周的政策会议上保持利率不变，市场预计7月份将降息，并可能在今年晚些时候再次降息。与市场预期相反，特朗普自就职以来也没有实施激进的关税。然而，他最近威胁要对中国、欧盟、加拿大、墨西哥和其他金砖国家征收关税，同时也发出减税和促进人工智能基础设施投资的信号。这些措施与扩张性财政政策相一致，这可能会加剧通胀压力。

The yield on the 10-year US Treasury note dropped to around 4.63% on Friday, reversing a two-day rise after President Donald Trump urged the Federal Reserve to lower interest rates. Despite this, the Federal Reserve is widely expected to keep rates unchanged at next week’s policy meeting, with markets anticipating a rate cut in July and possibly another reduction later in the year. Trump has also refrained from implementing aggressive tariffs since his inauguration, contrary to market expectations. However, he recently threatened tariffs against China, the EU, Canada, Mexico, and other BRICS nations, while also signaling tax cuts and promoting investment in AI infrastructure. These measures align with an expansionary fiscal policy, which could heighten inflationary pressures.