10年期瑞士政府债券收益率升至近0.30%,为6月9日以来的最高水平,投资者已将通胀风险和地缘政治不稳定因素纳入考虑。中东紧张局势加剧,以色列和伊朗之间持续的空袭推高了油价,加剧了对通货膨胀的担忧。特朗普总统提前离开七国集团峰会后,投资者的焦虑情绪加剧,各国领导人正在讨论加沙、乌克兰和贸易问题。他呼吁撤离德黑兰并迅速返回华盛顿,这引发了人们对局势进一步升级的担忧。在此背景下,在关键的央行会议之前,尤其是美联储会议之前,人们普遍持谨慎态度。在当地,人们普遍预计瑞士国家银行将在6月19日的会议上降息至少25个基点,鉴于法郎走强和价格压力减弱,负利率仍有可能。此外,由于全球持续存在不确定性,瑞士对2025年和2026年的增长预测被下调。
The yield on the 10-year Swiss government bond rose to near 0.30%, its highest level since June 9, as investors priced in inflation risks and geopolitical instability. Tensions in the Middle East intensified, with ongoing airstrikes between Israel and Iran pushing oil prices higher and stoking inflation concerns. Investor anxiety grew after President Trump left the G7 summit early, where leaders were discussing Gaza, Ukraine, and trade issues. His call to evacuate Tehran and swift return to Washington sparked fears of further escalation. Against this backdrop, caution prevails ahead of key central bank meetings, especially the Federal Reserve. Locally, the Swiss National Bank is widely expected to cut interest rates by at least 25 basis points at its June 19 meeting, with negative rates still possible given the strength of the franc and subdued price pressures. Moreover, Switzerland’s growth projections for 2025 and 2026 were lowered amid persistent global uncertainties.