美国3个月期国债 (US3M) 加自选

美国股市周三收盘涨跌互现，标准普尔500指数和纳斯达克指数连续5天下跌，分别下跌0.2%和0.5%，道琼斯指数上涨24点。交易员们继续消化最新的企业业绩、包括首次申领失业救济金和费城联储制造业指数在内的强劲经济数据，以及长期利率上升的前景。半导体类股跌幅最大，除英伟达（+0.7%）外，其他半导体类股均为负值，而台湾半导体制造业在人工智能需求强劲的情况下实现了一年来的首次利润增长。在德意志银行将特斯拉评级从买入下调至持有后，特斯拉股价下跌3.5%。另一方面，Meta在宣布其AI助手后上涨1.5%。拉斯维加斯金沙集团股价下跌8.6%，此前第一季度营收略高于预期。网飞公司定于今天收盘后公布财报。

US stocks closed mixed on Wednesday, as the S&P 500 and the Nasdaq booked their 5-day losing streak, down 0.2% and 0.5%, respectively, while the Dow Jones added 24 points. Traders continue to digest fresh corporate results, strong economic data including initial claims and the Philadelphia Fed Manufacturing Index and prospects of higher-for-longer interest rates. Semiconductors stocks dragged the most as all were trading in the negative territory except Nvidia (+0.7%) while Taiwan Semiconductor Manufacturing booked its first profit rise in a year amid strong AI demand. Tesla dropped 3.5% after a Deutsche Bank downgrade to hold from buy. On the other hand, Meta advanced 1.5% after announcing its AI assistant. Las Vegas Sands fell 8.6% after Q1 revenue narrowly beat forecasts. Netflix is due to report earnings today after the closing bell.

美国股市扭转了早些时候的涨幅，在下午的交易中下跌，标准普尔500指数和纳斯达克指数有望连续5天下跌，分别下跌0.3%和0.5%。道琼斯指数也放弃了早些时候290点的涨幅，小幅下跌0.1%。交易员们继续消化最新的企业业绩、包括首次申领失业救济金和费城联储制造业指数在内的强劲经济数据，以及长期利率上升的前景。半导体类股跌幅最大，除英伟达（+0.6%）外，其他半导体类股均为负值，而台湾半导体制造业在人工智能需求强劲的情况下实现了一年来的首次利润增长。在德意志银行将特斯拉评级从买入下调至持有后，特斯拉股价下跌约2.4%。拉斯维加斯金沙集团股价下跌7%，此前第一季度营收略高于预期。另一方面，Meta在宣布其AI助手后上涨2.3%。网飞公司定于今天收盘后公布财报。

Stocks in the US reversed earlier gains and turned lower in afternoon trading, with the S&P 500 and the Nasdaq on track to book a 5-day losing streak, down 0.3% and 0.5%, respectively. The Dow Jones also gave up earlier gains of 290 points and edged lower by 0.1%. Traders continue to digest fresh corporate results, strong economic data including initial claims and the Philadelphia Fed Manufacturing Index and prospects of higher-for-longer interest rates. Semiconductors stocks dragged the most as all were trading in the negative territory except Nvidia (+0.6%) while Taiwan Semiconductor Manufacturing booked its first profit rise in a year amid strong AI demand. Tesla dropped about 2.4% after a Deutsche Bank downgrade to hold from buy. Las Vegas Sands was down 7% after Q1 revenue narrowly beat forecasts. On the other hand, Meta advanced 2.3% after announcing its AI assistant. Netflix is due to report earnings today after the closing bell.

根据房地美的数据，截至4月18日，30年期固定抵押贷款的平均利率飙升至7.1%，比前一周高出22个基点，达到11月以来的最高水平。这一结果与长期国债收益率的大幅上升相一致，因为人们对美联储的预期越来越强硬。去年同期，30年期固定抵押贷款的平均利率为6.39%。房地美首席经济学家Sam Khater表示：“30年期固定利率抵押贷款今年首次超过7%，本周从6.88%跃升至7.10%。”。“随着利率的上升，潜在的购房者正在决定是在利率进一步上升之前买房，还是推迟买房，希望在今年晚些时候降价。上周，购房申请略有上升，但目前尚不清楚未来有多少购房者能够承受不断上升的利率。”

The average rate on a 30-year fixed mortgage soared to 7.1% as of April 18th, 22bps above the previous week to the highest since November, according to data from Freddie Mac. The result was in line with the sharp rise in long-dated Treasury yields amid the increasingly hawkish expectations for the Federal Reserve. In the corresponding period of the previous year, the average rate on a 30-year fixed mortgage was 6.39%. “The 30-year fixed-rate mortgage surpassed 7 percent for the first time this year, jumping from 6.88 percent to 7.10 percent this week,” said Sam Khater, Freddie Mac’s Chief Economist. “As rates trend higher, potential homebuyers are deciding whether to buy before rates rise even more or hold off in hopes of decreases later in the year. Last week, purchase applications rose modestly, but it remains unclear how many homebuyers can withstand increasing rates in the future.”

在截至2024年4月12日的一周内，美国公用事业公司增加了500亿立方英尺的天然气储存量，而市场预计将增加540亿立方英尺。相比之下，去年同一周增加了610亿立方英尺，五年（2019-2023年）平均每年这个时候增加了6100亿立方英尺。上周的增加使库存增至2.333万亿立方英尺，比去年同期高424亿立方英尺，也比五年平均值1.711万亿立方英尺高622亿立方英寸。工作天然气总量为2.333立方英尺，高于五年历史范围。

US utilities added 50 billion cubic feet (bcf) of gas into storage during the week ended April 12, 2024, compared with market expectations of a 54 bcf increase. That compares with an increase of 61 bcf in the same week last year and a five-year (2019-2023) average rise of 61 bcf for this time of year. Last week's increase lifted stockpiles to 2.333 trillion cubic feet (tcf), 424 bcf higher than last year at this time and 622 bcf above the five-year average of 1.711 tcf. At 2.333 tcf, total working gas is above the five-year historical range.