市场消息：墨西哥国家石油公司将石油加工量提高到2013年以来的最高水平。

美元指数DXY一度升至102.516，创四周新高。

Capital Economics analyst John Higgins says higher-than-expected inflation prints could put further near-term pressure on US Treasury yields. On Tuesday the 2-year yield rose more than the 10-year, reflecting firmer market bets on tighter Fed policy. At the long end, gains have been driven mainly by higher real yields and term premium rather than inflation risk. Capital Economics says if the recent equity rebound does not persist the yield move could reverse, and warns an AI-driven market bust would likely produce a weaker rebound than the internet bubble because the Fed is unlikely to cut as aggressively.