美国7年期国债 (US7Y) 加自选

美联储的杰斐逊：将保持政策不变，以确保通胀预期保持稳定。据路透社报道，美联储副主席菲利普·杰斐逊周一表示，就业和通胀都存在风险，并补充说，鉴于不确定性，在利率决定上观望是合适的。

Fed's Jefferson: Will keep policy in a place to be sure inflation expectations remain anchored.Federal Reserve (Fed) Vice Chairman Philip Jefferson said on Monday that there are risks to both jobs and inflation and added that it is appropriate to wait and see on rate decisions, given the the uncertainty, per Reuters.

美国股市周一下跌，标准普尔500指数下跌1%，纳斯达克指数下跌1.3%，道琼斯指数下跌约280点，投资者因对美国财政和经济前景的担忧日益加剧而撤出美国资产。此前，穆迪周五将美国信用评级从Aaa下调至Aa1，理由是政府债务增加和预算赤字扩大。周日，一个关键的国会委员会批准了特朗普总统提出的减税方案，其中包括数千亿美元的新的、没有资金的减税，加剧了人们对长期财政可持续性的担忧，这增加了压力。这些发展是在上周低于预期的经济数据之后出现的，这进一步加剧了人们对美国经济增长轨迹的担忧。所有行业均出现亏损，但非必需消费品、能源和科技表现不佳。大盘股科技股大多下跌，包括苹果（-2.3%）、英伟达（-1.6%）、亚马逊（-16.6%）、Meta（-1.3%）和Alphabet（-0.9%）。

US stocks were lower on Monday, with the S&P 500 down 1%, the Nasdaq falling 1.3%, and the Dow shedding around 280 points, as investors retreated from US assets amid growing concerns over the country's fiscal and economic outlook. The sell-off followed Moody’s downgrade of the US credit rating from Aaa to Aa1 on Friday, citing rising government debt and a widening budget deficit. Adding to the pressure, a key congressional committee on Sunday approved President Trump’s proposed tax-cut package, which includes hundreds of billions of dollars in new, unfunded tax reductions, deepening fears over long-term fiscal sustainability. These developments come on the heels of weaker-than-expected economic data last week, further fueling concerns about the US growth trajectory. All sectors were in the red but consumer discretionary, energy and tech underperformed. Megacap tech stocks were mostly lower, including Apple (-2.3%), Nvidia (-1.6%), Amazon (-1.6%), Meta (-1.3%), and Alphabet (-0.9%).

美联储的威廉姆斯在挥之不去的不确定性中表现出谨慎乐观。纽约联邦储备银行行长约翰·威廉姆斯在其最新讲话中采取了平衡的语气，强调了美国近期数据的强劲，同时承认贸易方面存在稳定的不确定性。

Fed's Williams flags cautious optimism amid lingering uncertainty.New York Fed President John Williams struck a balanced tone in his latest remarks, highlighting strength in recent US data while acknowledging steady uncertainty around trade.

欧盟内部分歧使美欧贸易讨论变得复杂。。由于欧盟内部在如何达成协议上存在分歧，美欧贸易谈判被推迟。据白宫消息人士透露，这一进程似乎还远未完成。

US-EU trade discussion are being complicated by internal EU disagreement..US-EU trade talks are being delayed by internal EU disagreements on how to approach a deal. The process still appears far from completion, according to White House sources.