由于投资者权衡了强于预期的美国就业报告、最近的贸易发展、对英国公共财政的担忧以及欧洲央行支持持续宽松政策立场的信号,德国10年期国债收益率削减了早些时候的跌幅,收于2.6%左右。美国经济在6月份增加了14.7万个工作岗位,远高于预测的11万个,而失业率意外降至4.1%,加强了对美联储即将降息的预期。与此同时,欧盟表示准备与美国达成贸易协议,但承认各国领导人也在为特朗普总统7月9日最后期限前无法达成协议的可能性做准备。在货币政策方面,市场现在预计欧洲央行在年底前只会再降息一次,因为官员们在对全球贸易不确定性、中东不稳定和欧元近期走强的持续担忧中采取了谨慎、观望的立场。
The yield on the German 10-year Bund pared earlier losses to settle around 2.6%, as investors weighed a stronger-than-expected US jobs report, recent trade developments, concerns over UK public finances, and ECB signals supporting a continued accommodative policy stance. The US economy added 147,000 jobs in June, well above forecasts of 110,000, while the unemployment rate unexpectedly fell to 4.1%, reinforcing expectations of upcoming Federal Reserve rate cuts. Meanwhile, the EU indicated readiness for a trade deal with the US but acknowledged that leaders are also preparing for the possibility of no agreement ahead of President Trump’s July 9 deadline. On the monetary policy front, markets are now pricing in just one more ECB rate cut before year-end, as officials adopt a cautious, wait-and-see stance amid persistent concerns over global trade uncertainty, Middle East instability, and the euro’s recent strength.