欧洲斯托克斯波动指数 (EuroStoxxVolatilityIndex) 加自选

德国10年期国债收益率小幅下跌至2.5%，接近5月7日以来的最低水平，因为投资者在中东紧张局势升级和贸易战担忧加剧之际寻求安全资产。美国总统唐纳德·特朗普表示，美国人员正在从该地区撤离，并警告称“这可能是一个危险的地方”。与此同时，他宣布计划在未来几周内致函主要贸易伙伴，概述新的单边关税税率。与此同时，在美国，低于预期的通胀数据和劳动力市场逐渐降温的迹象提振了人们对美联储最早可能在9月开始降息的预期。在欧洲，欧洲央行官员的言论加剧了人们的猜测，即央行可能很快就会暂停其宽松周期，采取观望态度来评估美国潜在关税的经济影响。

The yield on the German 10-year Bund edged down toward 2.5%, approaching its lowest level since May 7, as investors sought safe-haven assets amid escalating tensions in the Middle East and renewed trade war concerns. US President Donald Trump said American personnel were being relocated from the region, warning it "could be a dangerous place." At the same time, he announced plans to send letters to key trading partners in the coming weeks outlining new unilateral tariff rates. Meanwhile, in the US, softer-than-expected inflation data and signs of a gradually cooling labor market bolstered expectations that the Federal Reserve could begin cutting interest rates as early as September. In Europe, remarks from ECB officials have strengthened speculation that the central bank may soon pause its easing cycle, adopting a wait-and-see stance to assess the economic impact of potential US tariffs.