<p>标准普尔 500 指数、纳斯达克创下新纪录</p>
<p>短期国债收益率下降，关税通胀担忧缓解，降息预期上升</p>
<p>英国国债承压，工资数据暗示通胀压力</p>
<p>投资者期待特朗普与普京周五的峰会</p>
<p>作者：Naomi Rovnick 和 Chibuike Oguh</p>
<p>纽约/伦敦，8 月 12 日（路透社）- 周二，全球股市创下历史新高，此前美国消费者价格数据推动了市场对美联储将在 9 月降息的预期，同时华盛顿与北京之间的贸易战休战也提振了市场情绪。</p>
<p>在华尔街，基准的标准普尔 500 指数和纳斯达克在前一交易日下跌后创下新高。标准普尔 500 指数的 11 个行业全部上涨，通信服务、科技和金融板块领涨。道琼斯工业平均指数上涨 1.10%，标准普尔 500 指数上涨 1.13%，纳斯达克综合指数上涨 1.39%。</p>
<p>欧洲股市（.STOXX）收盘上涨 0.21%。MSCI 全球股票指数（.MIWD00000PUS）上涨 1%，达到 947.66，创下新纪录。</p>
<p>美国劳工部数据显示，截止到 7 月的 12 个月内，消费者价格指数上涨 2.7%，略低于路透社调查的经济学家预测的 2.8%。</p>
<p>“通胀存在上行风险，市场在某种程度上对此有所准备，” 加州圣塔莫尼卡的 Ocean Park 资产管理公司首席投资官 James St. Aubin 表示。“今天的报告，综合来看，还是相对温和的。我认为没有什么值得大书特书的，但确实消除了最坏的情况。” 在美国总统特朗普签署行政命令暂停对中国进口商品征收三位数关税的 90 天后，亚洲股市在隔夜上涨。MSCI 亚太地区（不包括日本）股票的广泛指数（.MIAPJ0000PUS）上涨 0.18%。</p>
<p>然而，周二市场在短期内交易时感到宽慰，因为消费者价格数据低于预期，增强了对美国降息的预期。根据 CME FedWatch 工具，交易员预计美联储在 9 月降息的概率为 94%，高于前一天的近 86% 和一个月前的约 57%。</p>
<p>短期美国国债价格适度上涨，两年期票据的收益率（跟踪利率预期）下降 2.3 个基点，至 3.731%。长期债券价格下跌。基准 10 年期美国国债收益率（US10YT=RR）上涨 1.4 个基点，至 4.287%；30 年期国债收益率（US30YT=RR）上涨 3.4 个基点，至 4.8746%。</p>
<p>投资者对这一批通胀数据感到紧张，因为它是在 8 月 1 日意外疲弱的就业报告之后发布的，可能使美国滞胀的担忧成为全球主流话题。特朗普提名白宫顾问 Stephen Miran 暂时填补美联储的一个空缺董事会席位，引发了对总统干预货币政策的猜测。</p>
<p>美国和中国在今年进行了一场针锋相对的关税斗争，自 5 月以来在日内瓦、伦敦和斯德哥尔摩进行的贸易谈判集中在将关税从三位数水平降低。7 月份，中国出口同比增长 7.2%，超出路透社调查的经济学家的共识预测，但该国的出厂价格在两年内首次大幅下跌，进一步表明制造商在国内销售商品面临困难。</p>
<p>在货币市场，美元对日元（JPY=EBS）贬值 0.25%，至 147.77，对瑞士法郎（CHF=EBS）贬值 0.71%，至 0.807。欧元（EUR=EBS）对美元上涨 0.53%，至 1.1675 美元。</p>
<p>英镑对美元（GBP=D3）上涨 0.51%，至 1.3496 美元，交易员预计英格兰银行将在实施降息方面落后于其他非美国中央银行。英格兰银行上周在货币政策委员会成员之间经过紧张的投票，将基准借贷成本下调 25 个基点至 4%，成员们普遍同意工资和物价螺旋上升的风险依然存在。</p>
<p>十年期英国国债收益率（GB10YT=RR）持平，维持在 4.6186%。</p>
<p>在商品市场，现货黄金价格（XAU=）上涨 0.11%，至每盎司 3,347.60 美元，此前因特朗普宣布将对进口金条不征收关税而周一下跌近 1.6%。布伦特原油（LCOc1）下跌 0.77%，至每桶 66.12 美元，因特朗普与俄罗斯总统弗拉基米尔·普京于 8 月 15 日举行会议，旨在谈判结束乌克兰战争。美国原油（CLc1）下跌 1.24%，至每桶 63.17 美元。</p>
<p>全球外汇汇率年初至今 这里</p>

<p>全球市场创下历史新高，标准普尔 500 指数和纳斯达克指数大幅上涨，受益于通胀担忧的缓解和对美联储降息的预期。美国消费者价格同比上涨 2.7%，略低于预期，增强了降息的押注。美元对主要货币走弱，而在美中贸易休战后，亚洲股市上涨。投资者密切关注即将举行的特朗普 - 普京峰会，这对全球经济稳定具有重要影响。黄金价格小幅上涨，而在关键地缘政治讨论前，油价下跌</p>

<p>S&amp;P 500, Nasdaq reach new record levels</p>
<div class="lb-trans"><p>标准普尔 500 指数、纳斯达克创下新纪录</p>
</div><p>Short-term Treasury yields drop as tariff inflation fears ease, rate cut bets build</p>
<div class="lb-trans"><p>短期国债收益率下降，关税通胀担忧缓解，降息预期上升</p>
</div><p>UK gilts under pressure as wage data signals inflation pain</p>
<div class="lb-trans"><p>英国国债承压，工资数据暗示通胀压力</p>
</div><p>Investors await Trump-Putin summit on Friday</p>
<div class="lb-trans"><p>投资者期待特朗普与普京周五的峰会</p>
</div><p>By Naomi Rovnick and Chibuike Oguh</p>
<div class="lb-trans"><p>作者：Naomi Rovnick 和 Chibuike Oguh</p>
</div><p>NEW YORK/LONDON, Aug 12 (Reuters) - World shares hit record highs on Tuesday after U.S. consumer prices data fueled expectations of an impending Federal Reserve interest rate cut in September, and a trade war truce between Washington and Beijing also buoyed sentiment.</p>
<div class="lb-trans"><p>纽约/伦敦，8 月 12 日（路透社）- 周二，全球股市创下历史新高，此前美国消费者价格数据推动了市场对美联储将在 9 月降息的预期，同时华盛顿与北京之间的贸易战休战也提振了市场情绪。</p>
</div><p>On Wall Street, the benchmark S&amp;P 500 and the Nasdaq hit record highs after losing ground in the previous session. All 11 sectors on the S&amp;P 500 advanced, led by stocks in communication services, technology and financials. The Dow Jones Industrial Average .DJI closed up 1.10%, the S&amp;P 500 .SPX gained 1.13% and the Nasdaq Composite .IXIC advanced 1.39%.</p>
<div class="lb-trans"><p>在华尔街，基准的标准普尔 500 指数和纳斯达克在前一交易日下跌后创下新高。标准普尔 500 指数的 11 个行业全部上涨，通信服务、科技和金融板块领涨。道琼斯工业平均指数上涨 1.10%，标准普尔 500 指数上涨 1.13%，纳斯达克综合指数上涨 1.39%。</p>
</div><p>European stocks (.STOXX) finished higher, rising 0.21%. MSCI’s gauge of stocks across the globe (.MIWD00000PUS) rose 1% to 947.66, hitting a fresh record high.</p>
<div class="lb-trans"><p>欧洲股市（.STOXX）收盘上涨 0.21%。MSCI 全球股票指数（.MIWD00000PUS）上涨 1%，达到 947.66，创下新纪录。</p>
</div><p>U.S. Labor Department data showed that the consumer price index rose 2.7% in 12 months through to July, which was slightly below the 2.8% rate that economists polled by Reuters had forecast.</p>
<div class="lb-trans"><p>美国劳工部数据显示，截止到 7 月的 12 个月内，消费者价格指数上涨 2.7%，略低于路透社调查的经济学家预测的 2.8%。</p>
</div><p>“There was upside risk to inflation, and the market was bracing for that in some respects,” said James St. Aubin, chief investment officer at Ocean Park Asset Management in Santa Monica, California. “The report today, all things considered, was fairly benign. I don’t think there was anything to write home about, but it certainly took the worst-case scenario off the table.” Asian equities had rallied overnight after U.S. President Donald Trump signed an executive order pausing triple-digit levies on Chinese imports for another 90 days. MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) gained 0.18%.</p>
<div class="lb-trans"><p>“通胀存在上行风险，市场在某种程度上对此有所准备，” 加州圣塔莫尼卡的 Ocean Park 资产管理公司首席投资官 James St. Aubin 表示。“今天的报告，综合来看，还是相对温和的。我认为没有什么值得大书特书的，但确实消除了最坏的情况。” 在美国总统特朗普签署行政命令暂停对中国进口商品征收三位数关税的 90 天后，亚洲股市在隔夜上涨。MSCI 亚太地区（不包括日本）股票的广泛指数（.MIAPJ0000PUS）上涨 0.18%。</p>
</div><p>Markets on Tuesday traded on short-term relief, however, as the softer-than-expected consumer price data firmed up bets for U.S. rate cuts. Traders are pricing in a 94% chance of a Fed cut in September, up from nearly 86% a day ago and about 57% a month earlier, according to the CME FedWatch tool.</p>
<div class="lb-trans"><p>然而，周二市场在短期内交易时感到宽慰，因为消费者价格数据低于预期，增强了对美国降息的预期。根据 CME FedWatch 工具，交易员预计美联储在 9 月降息的概率为 94%，高于前一天的近 86% 和一个月前的约 57%。</p>
</div><p>Short-term U.S. Treasury bond prices rallied moderately, with the yield on two-year notes, which track interest rate expectations, down 2.3 bps at 3.731%. Longer-dated bond prices were lower. The yield on benchmark U.S. 10-year notes (US10YT=RR) rose 1.4 basis points to 4.287% while the yield on 30-year notes (US30YT=RR) rose 3.4 basis points to 4.8746%.</p>
<div class="lb-trans"><p>短期美国国债价格适度上涨，两年期票据的收益率（跟踪利率预期）下降 2.3 个基点，至 3.731%。长期债券价格下跌。基准 10 年期美国国债收益率（US10YT=RR）上涨 1.4 个基点，至 4.287%；30 年期国债收益率（US30YT=RR）上涨 3.4 个基点，至 4.8746%。</p>
</div><p>Investors had been on tenterhooks about this batch of inflation data because it had followed a surprisingly weak jobs report on August 1 and had the potential to make concerns about U.S. stagflation a dominant global narrative. Trump has nominated White House adviser Stephen Miran to temporarily fill a vacant board seat at the U.S. central bank, stirring up speculation about presidential interference in monetary policy.</p>
<div class="lb-trans"><p>投资者对这一批通胀数据感到紧张，因为它是在 8 月 1 日意外疲弱的就业报告之后发布的，可能使美国滞胀的担忧成为全球主流话题。特朗普提名白宫顾问 Stephen Miran 暂时填补美联储的一个空缺董事会席位，引发了对总统干预货币政策的猜测。</p>
</div><p>The U.S. and China have engaged in a tit-for-tat tariff duel throughout the year, culminating in trade talks in Geneva, London, and Stockholm since May that focused on bringing tariffs down from triple-digit levels. Chinese exports jumped 7.2% year-on-year in July, beating the consensus forecast of economists polled by Reuters, but the nation’s factory gate prices dropped by the most in two years in a further sign of manufacturers struggling to sell goods at home.</p>
<div class="lb-trans"><p>美国和中国在今年进行了一场针锋相对的关税斗争，自 5 月以来在日内瓦、伦敦和斯德哥尔摩进行的贸易谈判集中在将关税从三位数水平降低。7 月份，中国出口同比增长 7.2%，超出路透社调查的经济学家的共识预测，但该国的出厂价格在两年内首次大幅下跌，进一步表明制造商在国内销售商品面临困难。</p>
</div><p>In currency markets, the dollar weakened 0.25% to 147.77 against the Japanese yen (JPY=EBS) and was down 0.71% at 0.807 against the Swiss franc (CHF=EBS) . The euro (EUR=EBS) rose 0.53% against the dollar at $1.1675.</p>
<div class="lb-trans"><p>在货币市场，美元对日元（JPY=EBS）贬值 0.25%，至 147.77，对瑞士法郎（CHF=EBS）贬值 0.71%，至 0.807。欧元（EUR=EBS）对美元上涨 0.53%，至 1.1675 美元。</p>
</div><p>The pound rose 0.51% against the dollar (GBP=D3) to $1.3496 as traders anticipated the Bank of England will lag other non-U.S. central banks in implementing rate cuts. The BoE cut benchmark borrowing costs by a quarter-point to 4% last week after a tightly balanced vote between members of its monetary policy committee, who also broadly agreed that the risks of an upward wages-and-prices spiral remained present.</p>
<div class="lb-trans"><p>英镑对美元（GBP=D3）上涨 0.51%，至 1.3496 美元，交易员预计英格兰银行将在实施降息方面落后于其他非美国中央银行。英格兰银行上周在货币政策委员会成员之间经过紧张的投票，将基准借贷成本下调 25 个基点至 4%，成员们普遍同意工资和物价螺旋上升的风险依然存在。</p>
</div><p>Ten-year gilt yields (GB10YT=RR) were flat at 4.6186%.</p>
<div class="lb-trans"><p>十年期英国国债收益率（GB10YT=RR）持平，维持在 4.6186%。</p>
</div><p>In commodities, spot gold prices (XAU=) were up 0.11% at $3,347.60 per ounce after dropping nearly 1.6% on Monday in response to Trump announcing there would be no tariffs on imported gold bars. (GOL/) Brent crude oil (LCOc1) settled down 0.77% to $66.12 a barrel ahead of the August 15 meeting between Trump and Russian President Vladimir Putin, aimed at negotiating an end to the war in Ukraine. U.S. crude (CLc1) settled down 1.24% to $63.17 a barrel.</p>
<div class="lb-trans"><p>在商品市场，现货黄金价格（XAU=）上涨 0.11%，至每盎司 3,347.60 美元，此前因特朗普宣布将对进口金条不征收关税而周一下跌近 1.6%。布伦特原油（LCOc1）下跌 0.77%，至每桶 66.12 美元，因特朗普与俄罗斯总统弗拉基米尔·普京于 8 月 15 日举行会议，旨在谈判结束乌克兰战争。美国原油（CLc1）下跌 1.24%，至每桶 63.17 美元。</p>
</div><p>World FX rates YTD here</p>
<div class="lb-trans"><p>全球外汇汇率年初至今 这里</p>
</div>

全球市场——股市创下新高，但由于美联储降息预期升温，美元走软