为信息整合与数据播报,不构成任何投资建议。关键数字标注来源,口径为最近可得的日频/周频数据。
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Ztrader|Macro Note|美国国债(美债)与联储动态·深度报告
为信息整合与数据播报,不构成任何投资建议。关键数字标注来源,口径为最近可得的日频/周频数据。 0. 扫描与要点(今日版) 收益率锚点(截至最新已发布日频):2年≈3.48%、10年≈4.01%、30年≈4.57%。

Further reading
- FED RESEARCHThe Great Divide of Fed : On October Rate CutHeres why October's Fed Meeting is in absolute chaos
- FED RESEARCHLiquidity Is Not One Thing. And the Market Knows It.Every cycle, the same error repeats: a single word — liquidity — absorbs blame for rallies, crashes, rotations, and divergences that require entirely different explanations.
- FED RESEARCHFED'S Reaction Function Has BrokenThe Fed has not lost credibility on its inflation target. It has lost something more expensive — the predictability of how it responds to data. That is the price the market is now
- FED RESEARCHThe Fed Is Split, But Oil Is the Real VoterThe Fed Is Split, But Oil Is the Real Voter | Premium Macro Note The market is still asking the wrong question.
- FED RESEARCHFed's 25bp Cut Won’t Save This EconomyHere's why a 25bps cut wont save US economy
- FED RESEARCHThe Private Credit Time Bomb and the Fed’s Liquidity TrapFed can not risks cut any further... and thats the new status quo.