1. The Politburo of the CPC Central Committee meeting: Macroeconomic policies should be more effective and efficient, accelerating the pace of fiscal spending and bond fund utilization.
2. US media: Republicans are beginning to consider raising the debt ceiling again as the midterm elections approach.
3. Warsh: Closely observe market pricing but do not act according to market pricing.
4. Institutions: The Fed will remain on hold, focusing on "waiting for data" until the end of the year.
5. The IMF predicts that US debt will reach $40.7 trillion in 2026, ranking first globally, while Japan's debt ratio will be the highest in the world at 204%.
6. Eurozone bond yields rose following the Fed meeting, following US Treasury yields.
7. Demand for Japanese two-year government bonds is weaker than the 12-month average.
8. Institutions: The Fed's communication is making the market feel difficult, potentially dragging down long-term bonds and stocks.
9. Goldman Sachs raised $5.4 billion in debt financing for Microsoft's data center project.
10. JPMorgan Chase expects the US Treasury to temporarily not adjust its bond issuance plans due to the midterm elections.
11. The Ministry of Finance will issue RMB 15 billion in government bonds in Hong Kong on August 5.
