【法兴银行:贸易谈判结果是欧元区利率市场的关键驱动因素】法国兴业银行的利率策略师在一份报告中表示,短期内,贸易谈判的结果仍是欧元区利率市场的主要不确定性。他们说,从经济增长和通胀的风险前景来看,至少还有一次降息的预期是合理的,而从长期来看,长期溢价正在巩固。在这种背景下,策略师们预计10年期德国国债收益率在年底前将继续维持在2.40%-2.80%的区间。他们还预计收益率曲线将进一步变陡,这意味着短期和长期债券之间的利差将进一步扩大。

金融界
04 Jul
法国兴业银行的利率策略师在一份报告中表示,短期内,贸易谈判的结果仍是欧元区利率市场的主要不确定性。他们说,从经济增长和通胀的风险前景来看,至少还有一次降息的预期是合理的,而从长期来看,长期溢价正在巩固。在这种背景下,策略师们预计10年期德国国债收益率在年底前将继续维持在2.40%-2.80%的区间。他们还预计收益率曲线将进一步变陡,这意味着短期和长期债券之间的利差将进一步扩大。

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