法国10年期政府债券收益率降至3.25%，投资者将最近的经济数据和欧洲央行的评论解读为继续采取宽松政策立场的信号。在欧洲央行中央银行论坛上，克里斯蒂娜·拉加德总统承认，6月份的通胀达到了央行2%的目标，但警告称，地缘政治紧张局势加剧和经济碎片化加剧带来了“双重风险”。通胀数据低迷之际，经济增长仍面临阻力，包括贸易紧张局势、中东不稳定以及欧元近期走强。与此同时，在美国，对美联储今年晚些时候降息的预期仍然很高，因为对通货膨胀的担忧继续加剧，部分原因是与关税相关的压力。
France’s 10-year government bond yield eased toward 3.25%, as investors interpreted recent economic data and ECB commentary as signaling room for a continued accommodative policy stance. At the ECB Forum on Central Banking, President Christine Lagarde acknowledged that June inflation met the central bank’s 2% target, but warned of “two-sided risks” stemming from rising geopolitical tensions and growing economic fragmentation. The subdued inflation data came amid ongoing headwinds to growth, including trade tensions, instability in the Middle East, and the euro’s recent strength. Meanwhile, in the US, expectations for Federal Reserve rate cuts later this year remain elevated as concerns over inflation, exacerbated in part by tariff-related pressures, continue to mount.
