市场消息：美国驻南非国家高级外交官表示，美国正考虑增加从纳米比亚（世界第三大铀矿产生产国）进口铀矿，并通过本国矿业公司和政府资金支持该国提高核燃料的产量。

Leveraged hedge fund positions in US Treasuries are heightening risks of abrupt unwinds that could stress global bond markets, Apollo Chief Economist Torsten Slok said. Funds now hold about 8% of the $31 trillion market, up from 3% five years ago, with repo and prime brokerage financing exceeding $6 trillion. Slok warned forced deleveraging could send shockwaves through fixed income. The concerns align with Henry Paulson’s call for contingency planning against a potential demand shock in US debt. Regulators have flagged risks in leveraged basis trades, which worsened market turmoil during the pandemic and required Federal Reserve intervention.

美联储戴利：中长期通胀预期稳固。