丰田：七月份母公司全球汽车生产同比下降2.1%，为828,629辆。

Natalia Lojevsky, managing director at CIFC Asset Management, said Treasury buybacks do not retire debt and therefore cannot address the structural forces pushing yields higher. The Treasury is repurchasing bonds and financing those repurchases by issuing shorter-dated paper—maturity substitution, not deleveraging—effectively treating a supply problem as a liquidity issue. The long end of the U.S. Treasury curve faces pressure from multiple parties competing for limited long-duration bids: the Treasury itself, the AI-driven capex cycle, and the absence of the Fed—the market’s largest, least price-sensitive buyer. Other traditionally steady central-bank buyers, including Japan, China and Gulf-state buyers, have also reduced participation to some extent.

美联储哈玛克：在金融环境中，暂时没有看到政策有构成任何限制。