美国10年期国债 (US10Y) 加自选

美国堪萨斯联邦储备银行6月份制造业活动从之前的9攀升至19。美国堪萨斯联邦储备银行6月份制造业活动从之前的9攀升至19

United States Kansas Fed Manufacturing Activity climbed from previous 9 to 19 in June.United States Kansas Fed Manufacturing Activity climbed from previous 9 to 19 in June

美元：美联储重新定价占主导地位，涨势持续——荷兰银行。美元：美联储重新定价占主导地位，涨势持续——荷兰银行

US Dollar: Rally extends as Fed repricing dominates – ABN AMRO.US Dollar: Rally extends as Fed repricing dominates – ABN AMRO

美国：5月份个人收入和支出双双上涨。继4月份持平后，5月份个人收入环比反弹0.7%，高于市场预期的0.4%。这一增长是由工资和薪水的坚挺以及农场主收入的增加推动的，这反映了2025年《美国救济法案》的付款增加。

US: Personal Income and Spending Both Perk Up in May.Following a flat reading in April, personal income rebounded by 0.7% month-over-month (m/m) in May, ahead of market expectations for a 0.4% gain. The gain was driven by a firming in wages and salaries, and an increase in farm proprietors' income, reflecting an increase in payments from the American Relief Act of 2025.

风险反弹未能动摇美元对市场的控制。周四，全球外汇市场明显转为平静，主要货币对和交叉盘在周三的区间内盘整。尽管美光公司公布了惊人的季度收益后风险情绪急剧改善，缓解了人们对本周技术抛售标志着人工智能交易开始更广泛放松的担忧，但暂停了交易。

Risk Rebound Fails to Shake Dollar's Grip on Markets.Global forex markets turned notably quieter on Thursday as major currency pairs and crosses consolidated within Wednesday's ranges. The pause came despite a sharp improvement in risk sentiment after Micron delivered blockbuster quarterly earnings, easing concerns that this week's technology selloff had marked the beginning of a broader unwind in the AI trade.