欧洲债券利差飙升 促使市场押注欧洲央行减少加息次数

智通财经
Oct 02
【欧洲债券利差飙升 促使市场押注欧洲央行减少加息次数】欧元区主权债券利差急剧扩大的势头周五有所放缓,交易员押注欧洲央行将被迫减少加息次数,以支持地区内债务负担较重的成员国。交易员开始将欧元区外围国家借贷成本飙升对整体经济的影响纳入考量。这促使他们大幅削减对欧洲央行加息幅度的押注。目前货币市场预计,到明年年底前欧洲央行将加息两至三次,而本周早些时候市场还完全计入了四次加息。能源价格推动的通胀担忧之外,市场对法国能否在政治分裂的背景下控制支出的忧虑也再度升温。法国政府周四提交的预算方案被该国财政监督机构形容为“偏乐观”。Aviva Investors高级投资组合经理Steve Ryder表示,欧洲债务负担较重经济体的收益率飙升,意味着金融环境出现了“不必要的收紧”,进一步增加经济增长的下行风险。“这可能会成为利率预期的一个断路器。”

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10