【法德10年期国债利差触及100个基点】法德10年期国债收益率利差扩大至100个基点,为2012年以来首次。法国财政预算担忧仍是利差走阔的主要驱动因素。尽管法国政府在未能达成2026年目标后计划削减预算,但立法层面如何达成妥协尚不明确,2027年总统大选也带来巨大不确定性。德国自身也面临一定政治不确定性,但当前法国方面的事态影响更为突出。法国兴业银行认为,该利差可能进一步扩大至120个基点。
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