丹麦银行研究部延斯·彼得·索伦森指出，随着市场焦点转向明年预算，10年期法国国债与德国国债的收益率差可能从当前70个基点攀升至75个基点。法国总理弗朗索瓦·贝鲁预计宣布措施，计划将2026年预算赤字从2025年的5.4%削减至4.6%。索伦森警告，这虽是政府当前目标，但2026年预算恐难如期落实，甚至可能引发新一轮信任投票。自7月初以来，不确定性已推动该利差扩大约4-5个基点。
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