1. Warsh stated that the Fed's September rate hike was due to a strong economy, high inflation, and geopolitical changes.
2. The Fed's median forecast is for another rate hike in 2026, followed by no change in 2027.
3. China and Japan both reduced their holdings of US Treasury bonds in July, while the UK significantly increased its holdings by $58 billion.
4. Major US banks raised their prime lending rates to 7%.
5. The "Fed's mouthpiece": Long-term interest rate forecasts face upside risks.
6. Trump stated that US interest rates should fall below 1%, urging the Fed to cut rates quickly.
7. Will the first bond index be launched before the end of 2026? The Hong Kong Stock Exchange: It is in preparation.
8. Hainan issued 5 billion yuan of offshore RMB local government bonds in Hong Kong.
9. Bank and financial bond issuance accelerated, with seven banks issuing a total of 74 billion yuan.
10. South Korea's Ministry of Finance is closely monitoring the domestic bond market and stated that it will introduce market stabilization measures if necessary. 11. BNP Paribas recommends shorting 30-year US Treasuries with a target yield of 5.6%.
