美股隔夜The University of Michigan consumer sentiment for the US increased for a second month to 72.6 in July of 2023, the highest level since September of 2021, and well above forecasts of 65.5, preliminary estimates showed. Both current economic conditions (77.5 vs 69) and consumer expectations (69.4 vs 61.5) improved, largely attributable to the continued slowdown in inflation along with stability in labor markets. Still, inflation expectations edged slightly higher for the year ahead (3.4% vs 3.3%) and the five-year outlook (3.1% vs 3%). source: University of Michigan美國2Y&10Y國債收益率跳漲15/7bps