CBO SAYS THE WAR IN IRAN COST THE U.S. $38 BLN IN THE FIRST FIVE MONTHS, ADDING THAT ITS ANNUAL PCE INFLATION PROJECTION IS NOW 0.5 PERCENTAGE POINT HIGHER FOR Q1 2027
U.S. 20-YEAR TREASURY YIELD HITS 5.42% The Treasury’s $13 billion 20-year bond auction cleared at a high yield of 5.420%, highlighting elevated long-term borrowing costs. Demand remained solid, with a 2.57 bid-to-cover ratio, while indirect bidders took roughly $6.8 billion.
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*美国 20 年期债券收益率为 5.420% VS 预售发行时收益率为 5.400%
*US 20Y BONDS DRAW 5.420% VS 5.400% PRE-SALE WHEN-ISSUED YIELD
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IRAN CLAIMS HUNDREDS OF U.S. MILITARY SITES HIT Iran’s foreign minister rejected claims that Iran is defenseless, asserting that hundreds of U.S. military sites have been destroyed and dozens of aircraft damaged. He claimed the figures were based on Pentagon information and
SAUDI OIL PIPELINE COULD RESTART WITHIN DAYS Saudi Arabia’s critical East-West Pipeline could resume crude flows within days, according to U.S. Energy Secretary Chris Wright. The pipeline had been moving 4–5 million barrels per day, roughly 4–5% of global supply, before attacks
FRANCE BACKS KNOT FOR ECB PRESIDENT France would support former Dutch central-bank chief Klaas Knot to succeed Christine Lagarde as ECB president, provided a French candidate receives the powerful chief economist role, Reuters reports. The proposal reportedly has Macron’s
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贝森特:天然气价格低于拜登时期的价格
BESSENT: GAS PRICES ARE LOWER THAN THEY WERE UNDER BIDEN
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U.S. CONFIRMS WEAPONS IN ORBIT The Pentagon has made its strongest acknowledgment yet that the U.S. possesses weapons in space, with Air Force Secretary Troy Meink confirming orbital systems capable of defending U.S. forces. Space Command called the disclosure a “landmark”
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BESSENT:解决赤字的需要是影响十年期国债收益率的因素之一
BESSENT: THE NEED TO ADDRESS DEFICIT IS ONE FACTOR AFFECTING 10-YEAR TREASURY BOND YIELD
U.S., GULF STATES EXPAND HORMUZ TANKER TRANSITS The U.S. military and Gulf countries have begun conducting daytime tanker transits through the Strait of Hormuz, according to a U.S. official cited by Axios. Previously, escorted transits had reportedly been limited mainly to
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贝森特:美国财政部能够以名义金额表示支持日本政策
BESSENT: FOR A NOMINAL AMOUNT, THE U.S. TREASURY WAS ABLE TO SIGNAL SUPPORT FOR JAPANESE POLICIES
RUSSIAN OIL PREMIUMS SURGE AS MIDDLE EAST SUPPLY TIGHTENS Russian Urals crude premiums in India jumped to $8/barrel over Brent, up from around $1 in August and the highest since May. Middle East supply disruptions are pushing Indian and Chinese refiners toward Russian barrels,
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The Kennedy Center is in a virtual state of collapse, and has been for many years. A large piece of concrete and steel just dropped down, in a thud, from the ceiling of a heavily trafficked main hallway. If the Building were open, innocent people would have been killed. A security guard had just passed the area, one minute prior to this ceiling collapse. He was, therefore, 60 seconds away from certain death. The Judge has made us keep it open even though there are no performances, and no people that would have the Courage to even go in. The Board of The Kennedy Center has strongly voted to save it, and they know I’m the only one who can do so, because I have the ability to raise the money, and the ability to construct — that few others have. I also have the strength and power of the Presidency, which will be needed do what must be done, and give it a strong shot at Greatness again! Remember, The Kennedy Center was losing Hundreds of Millions of Dollars when I took over. It was failing badly! It had nothing to do with me, I am only there to help. I just got there to reveal the facts, but especially those concerning Building Safety. A very hostile and conflicted Judge (What else is new?) seems like he won’t let that happen, in which case, unfortunately, the Building is destined to doom. Isn’t that too bad? We have already wasted more than 6 months “playing around” in Court. Time is our Enemy! The Board, comprised of some of the most prominent and respected people in our Nation, is meeting again today. It will be interesting to see what happens! Thank you for your attention to this matter. President DONALD J. TRUMP
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BESSENT:财政部债券回购干预成功
BESSENT: TREASURY'S BOND BUYBACK INTERVENTION WAS SUCCESSFUL
Everybody knows the Crooked Joe Biden FBI didn’t do what they should have with respect to the Lunatic who shot me in Butler, PA. By the time I got into Office, on January 20th, most of the information was missing, altered, corrupted, or gone. New info was just found! Why wasn’t it seen long ago? This was all a Democrat Plot, to get me out of the Election, that failed. Dirty Cop Christopher Wray should pay a price for the way he handled this assassination attempt, and certainly for the things he said. GOD BLESS AMERICA — MAKE AMERICA GREAT AGAIN! President DONALD J. TRUMP
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*BESSENT:在财政部审查 5,000 美元支票提案
*BESSENT: EXAMINING $5,000 CHECK PROPOSAL AT TREASURY
WALL STREET OVERWHELMINGLY EXPECTS FED HIKE Nearly every major Wall Street bank now expects the Federal Reserve to raise rates in September, according to a WSJ survey. Most forecast 50 basis points of total tightening in 2026, while Bank of America, Deutsche Bank and RBC see
BRENT, US CRUDE FUTURES RISE BY MORE THAN $3 AFTER SHIPPING SOURCES TELL REUTERS OIL LOADINGS AT SAUDI ARABIA'S RED SEA PORT OF YANBU HAVE BEEN SUSPENDED
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BESSENT:特朗普与 NVIDIA 的 JENSEN HUANG 完全一致
BESSENT: TRUMP COMPLETELY ALIGNED WITH NVIDIA'S JENSEN HUANG
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约翰逊表示暂停人工智能将失去对中国的竞争优势
JOHNSON SAYS AI MORATORIUM WILL LOSE COMPETITIVE EDGE TO CHINA
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OIL LOADINGS SUSPENDED AT TOP SAUDI RED SEA PORT OF YANBU AFTER PREVIOUS ATTACK ON EAST-WEST PIPELINE - SHIPPING SOURCES
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BESSENT:美元储备减少主要来自俄罗斯和中国
BESSENT: DECREASE IN RESERVE HOLDINGS OF DOLLARS IS MAINLY FROM RUSSIA AND CHINA
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*贝森特表示本周末将与中国选手何丽峰会面
*BESSENT SAYS WILL MEET CHINA'S HE LIFENG THIS WEEKEND
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BESSENT:特朗普政府处于检查人工智能模型的最前沿
BESSENT: TRUMP ADMINISTRATION IS AT FOREFRONT OF EXAMINING AI MODELS
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贝森特表示美国债券市场是全球表现最好的
BESSENT SAYS U.S. BOND MARKET IS THE BEST-PERFORMING IN THE WORLD
*BESSENT: WILL BE MEETING WITH HE LIFENG THIS WEEKEND *BESSENT: HAVE HAD GOOD, PRIVATE, TALKS WITH CHINA ON IRAN *BESSENT: TALKS WITH CHINA ON IRAN WILL CONTINUE WITH HE LIFENG
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贝森特:我们与中国就伊朗金融联系进行了良好的私下讨论
BESSENT: WE HAVE HAD GOOD PRIVATE DISCUSSIONS WITH CHINA ON IRANIAN FINANCIAL LINKS
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贝森特表示,我们已经看到阿拉伯联合酋长国发表了一些切断伊朗财政的前瞻性声明
BESSENT SAYS WE HAVE SEEN SOME FORWARD FACING STATEMENTS FROM UNITED ARAB EMIRATES TO CUT OFF IRAN FINANCES
U.S. POVERTY FALLS AS INCOMES HIT RECORD HIGH The U.S. poverty rate fell to 10.2% in 2025, while median household income jumped 6% to a record $87,460. A notable improvement in the household economic picture.