英磅/挪威克朗 (GBPNOK) 加自选

法国10年期政府债券的收益率在3.45%左右几乎没有变化，保持在10月中旬以来的最高水平附近，并跟随欧洲更广泛的趋势。在乐观地认为美国政府关门可能很快结束后，风险偏好上升，市场情绪有所改善。在欧洲，预计欧洲央行将在今年剩余时间保持借贷成本不变，2026年12月的存款利率预计为1.9%，2027年3月为1.95%，而目前为2.0%。市场预计2026年9月降息25个基点的可能性为40%。在法国，预算谈判仍在继续，国民议会批准了2026年社会保障融资法案（PLFSS）的收入部分。这使立法者能够继续讨论关键条款，包括暂停养老金改革的条款，这是塞巴斯蒂安·莱科尔努总理的一项重大让步，旨在安抚社会党（PS）并避免不信任投票。

The yield on France’s 10-year government bond was little changed around 3.45%, holding near its highest level since mid-October and tracking broader European trends. Sentiment improved amid rising risk appetite following optimism that the US government shutdown could soon end. In Europe, the ECB is expected to keep borrowing costs unchanged for the rest of the year, with the deposit rate projected at 1.9% in December 2026 and 1.95% in March 2027, compared with 2.0% currently. Markets are pricing in a 40% probability of a 25-basis-point rate cut in September 2026. In France, budget talks continued, with the National Assembly approving the revenue section of the 2026 Social Security Financing Bill (PLFSS). This allows lawmakers to proceed to key articles, including one that would suspend the pension reform, a major concession by Prime Minister Sébastien Lecornu aimed at appeasing the Socialist Party (PS) and avoiding a vote of no confidence.

维尔纽斯指数升至1270.00点的历史最高点。在过去的4周里，立陶宛股市指数（维尔纽斯）上涨了0.15%，在过去的12个月里，它上涨了21.42%。

Vilnius increased to an all-time high of 1270.00 Index Points. Over the past 4 weeks, Lithuania Stock Market Index (Vilnius) gained 0.15%, and in the last 12 months, it increased 21.42%.

意大利10年期英国国债收益率仍略高于3.4%，徘徊在10月中旬以来的最高水平附近，因为投资者在对美国政府可能关门决议的乐观情绪与对欧洲央行和美联储利率政策和意大利财政前景的预期之间取得了平衡。最近的欧元区数据表明，经济具有弹性，通胀符合目标，这表明欧洲央行在可预见的未来可能会保持利率不变，货币市场目前认为，到2026年9月，欧洲央行降息25个基点的可能性约为40%。在大西洋彼岸，在美国数据凸显劳动力市场疲软和消费者信心急剧下降后，对12月美联储降息的预期有所上升。在意大利，议会正在审查政府的预算法案，预计赤字将从2024年的3.4%缩小到2025年的3.0%，这可能使意大利最早在2026年退出欧盟的过度赤字程序。

Italy’s 10-year BTP yield remained slightly above 3.4%, hovering near its highest level since mid-October, as investors balanced optimism over a potential US government shutdown resolution with expectations for ECB and Fed interest rate policy and Italy’s fiscal outlook. Recent Eurozone data pointed to a resilient economy and inflation on target, signaling that the ECB is likely to keep rates unchanged for the foreseeable future, with money markets currently assigning about a 40% probability of a 25bp ECB rate cut by September 2026. Across the Atlantic, expectations for a December Fed rate cut rose after US data highlighted a weakening labor market and a sharp decline in consumer sentiment. In Italy, the government’s budget bill is under review in Parliament, with the deficit projected to narrow to 3.0% in 2025 from 3.4% in 2024, potentially allowing Italy to exit the EU’s excessive deficit procedure as early as 2026.

希腊的年通货膨胀率从上个月的1.9%上升到2025年10月的2%。食品和非酒精饮料（8月份为1.5%对1.4%）、住房（3%对0.2%）、酒精饮料和烟草（1.2%对1%）、娱乐和文化（1.5%对1%），健康（3.6%对0.1%）以及酒店、咖啡馆和餐馆（6.1%对5.9%）的成本加速。另一方面，服装和鞋类价格放缓（5%对5.2%），运输价格放缓（0.4%对2.7%），家用设备价格下跌（-0.4%对0.4%）。在9月份上涨0.8%之后，10月份消费者价格指数环比上涨0.1%。

The annual inflation rate in Greece rose to 2% in October 2025, from 1.9% in the previous month. Cost accelerated for food and non-alcoholic beverages (1.5% vs 1.4% in August), housing (3% vs 0.2%), alcoholic beverages and tobacco (1.2% vs 1%), recreation and culture (1.5% vs 1%), health (3.6% vs 0.1%), and hotels, cafés, and restaurants (6.1% vs 5.9%). On the other hand, prices slowed for clothing and footwear (5% vs 5.2%), and transport (0.4% vs 2.7%), and prices fell for household equipment (-0.4% vs 0.4%). On a monthly basis, consumer prices increased by 0.1% in October, after a 0.8% rise in September.