波罗的海干散货 (BalticDry) 加自选

标普全球将法国的评级从“AA-”下调至“A+”，理由是担心如果不采取重大的额外赤字削减措施，预算整合的进展将比预期更慢。该机构指出，政策的不确定性可能会对投资、私人消费和整体经济增长造成压力。新任命的总理Sebastien Lecornu在议会的两次不信任投票中幸存下来，为他的政府提供了暂时的喘息机会，并有机会提交2026年的预算。标普强调，年底前通过预算将为管理法国不断上升的债务提供更大的清晰度，预计到2028年将达到GDP的121%，而2024年底为112%。尽管如此，该机构表示，在2027年总统选举之前，公共财政的不确定性仍然很高。在权衡这些风险与法国的信贷实力后，标普将前景从“负面”上调至“稳定”。

S&P Global downgraded France’s ratings to ‘A+’ from ‘AA-’, citing concerns that budgetary consolidation will proceed more slowly than expected without significant additional deficit-reducing measures. The agency noted that policy uncertainty could weigh on investment, private consumption, and overall economic growth. Newly appointed Prime Minister Sebastien Lecornu survived two no-confidence votes in parliament, giving his government a temporary reprieve and the opportunity to deliver a 2026 budget. S&P highlighted that passing a budget by year-end would provide greater clarity on managing France’s rising debt, projected to reach 121% of GDP by 2028 compared with 112% at the end of 2024. Despite this, the agency said uncertainty around public finances remains high ahead of the 2027 presidential elections. Balancing these risks against France’s credit strengths, S&P revised the outlook to ‘stable’ from ‘negative’.