星展集团利率策略师Eugene Leow报告称，在美国市场休市期间，德国国债收益率曲线隔夜走势反映出，在美国总统特朗普提出与格陵兰相关的关税后，市场预期欧盟将增加军费开支。他称，避险情绪推动收益率曲线前端走低，但长端收益率则因市场担心会有额外的支出而下跌，导致收益率曲线变陡。他还指出，在当前情况下，“资金涌入政府债券（美国国债或欧洲政府债券）避险的做法可能不会那么奏效。“金融脱钩（即欧洲经济体减持美国资产）是一种风险，这加剧了人们的担忧，认为美国国债“不再像过去那样被视为安全资产。取而代之的是，避险需求转向了贵金属“，例如黄金和白银。

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