美股開盤，道指跌0.19%，標普500指數跌0.51%，納指跌0.75%。SK海力士(SKHY.O)跌2%，阿斯麥(ASML.O)跌2%，英特爾(INTC.O)跌1.8%，美光科技(MU.O)跌1.7%，甲骨文(ORCL.N)跌5.3%。

Japan's 10-year JGB yield rose 10 bps to 3.075% on Thursday as markets reopened after the Silver Week holiday, the highest level since 1996. Yields across the curve climbed; the 5-year jumped 9.5 bps to 2.37%. The move followed an intensified US Treasury selloff—strong US economic data and a weak Treasury auction pushed US yields to near two-decade highs—while rising oil prices heightened inflation concerns and reinforced expectations of further Fed hikes. Domestic pressure also weighed: the BOJ hiked last Friday and left scope for additional tightening, but traders were disappointed by a lack of clearer guidance on the pace of future moves. JGBs are therefore being driven by both expected BOJ tightening and a global repricing of long-term borrowing costs.

投資者正在爲近期可能出現的美國股市的下行走勢做準備。根據LPL Financial的數據，在加息週期首次加息後的三個月，標普500指數中位數下跌2.6%。該數據考察了自1994年美聯儲開始公佈會議結果以來的六個週期。加拿大皇家銀行美國股票策略主管Lori Calvasina表示，在這些時期，該指數在首次加息後不久大多經歷了“有意義的回撤”。RBC稱，在其中的五個週期中，標普500指數從峯值水平的跌幅在8%至14%之間，低點出現在加息後一個月至三個半月之間。“我們正在進入這一新階段，這使我們保持警惕，預計標普500指數近期將出現……5%至10%的普通回調，”Calvasina表示。