Odaily星球日报讯 安联首席经济顾问表示，当美联储将降息幅度从 25 个基点扩大到 50 个基点时，美债收益率不会出现飙升。市场并未将此次降息视为货币政策更为鸽派的信号，而是推动整个收益率曲线上升。一些分析师甚至认为 10 年期美债收益率可能会进一步飙升至 5%以上。（金十）

安联首席经济顾问：美债市场对美联储举措作出异常反应

Odaily Odaily News: Allianz chief economic adviser said that when the Federal Reserve expands the rate cut from 25 basis points to 50 basis points, the US Treasury yield will not soar. The market did not see this rate cut as a signal of a more dovish monetary policy, but rather pushed the entire yield curve up. Some analysts even believe that the 10-year US Treasury yield may further soar to more than 5%. (Jinshi)

Allianz Chief Economic Advisor: U.S. bond market reacts abnormally to Fed's move

The global financial heavyweights gathered at the "Future Investment Initiative" conference in Saudi Arabia seem to suggest that the market's bet on the Federal Reserve's rate cut may have gone too far. When asked whether they believe the Federal Reserve will cut rates twice more this year, none of the panelists, which included representatives from Goldman Sachs, Morgan Stanley, Standard Chartered, KKR, Apollo Global Management, and State Street, raised their hands. Most agreed that the Federal Reserve may cut rates once more by the end of 2024. Larry Fink, CEO of <BlackRock>, said at the "Future Investment Initiative" forum in Saudi Arabia that he expects the Federal Reserve to cut rates by at least 25 basis points this year.

Global financial leaders believe that the Fed will not cut interest rates twice this year

Odaily Planet Daily Report: Wil Stith, a bond portfolio manager at Wilmington Trust, said that if the inflation data released on Thursday is stronger than expected and the non-farm data on Friday is hotter than expected, "I think they can discuss suspending the rate cut, because they have already cut rates by 50 basis points." Jeffrey Roach, chief economist at LPL Financial, also believes that strong employment growth may convince the Fed to suspend the rate cut in November. However, other observers of the Fed say that the data to be released on Thursday and Friday are unlikely to change the Fed's rate cut path. Jamie Cox, managing partner of Harris Financial Group, said, "Regardless of the data, the Fed is on the path of a 25-basis-point rate cut in November, and the central bank is unlikely to change this trajectory." Ellen Zentner, chief economic strategist at Morgan Stanley Wealth Management, said, "There is no reason to believe the Fed will not cut another 25 basis points in November" unless the employment report sees a major surprise. Currently, many traders agree with this assessment. As of last Friday, investors see a probability of over 90% that the Fed will cut rates by 25 basis points at the November meeting. (Jinshi)

Analyst: Regardless of non-farm and PCE data, the Fed may cut interest rates by 25 basis points in November

Here is the English translation, with the content inside <> left untranslated:

The Federal Reserve's mouthpiece: Trump's election could reignite inflation
US bond yields rise to 4.28%
Why are US bond yields continuing to rise?

The United States officially announced a 2-point rate cut in September this year, the first rate cut since 2020, which excited the market. The market is now closely watching whether the Fed will further cut interest rates in the remaining two meetings this year.

<The Federal Reserve's mouthpiece: Trump's election could reignite inflation>
One of the key factors in whether the Federal Reserve can successfully cut interest rates is: the United States must continue to move towards a 2% inflation rate.

However, the <Fed>...