欧元/俄罗斯卢布 (EURRUB) 加自选

波罗的海交易所的干散货指数追踪运输干货的船只的价格，周五连续第三天下跌，下跌约3.2%，至1991年10月10日以来的最低点。好望角型船运价指数也连续第三天下跌，下跌6.2%，至三周低点2871点，该指数通常运输15万吨铁矿石和煤炭等货物；supramax指数下降9点，至1369点。与此同时，通常运载6万至7万吨煤炭或粮食的巴拿马型油轮指数稳定在1924点的一个多月高点。本周，基准指数下跌约3.8%。

The Baltic Exchange’s dry bulk index, which tracks rates for vessels transporting dry commodities, was down for a third day on Friday, dropping about 3.2% to its lowest since October 10 at 1,991 points. The capesize index, which typically transports 150,000-ton cargoes such as iron ore and coal, also declined for a third day, dipping 6.2% to a three-week low of 2,871 points; and the supramax index eased 9 points to 1,369 points. Meanwhile, the panamax index, which usually carries 60,000-70,000 tons of coal or grain, remained steady at an over one-month high of 1,924 points. For the week, the benchmark index was down about 3.8%.

俄罗斯石油出口保持高位——德国商业银行。俄罗斯石油出口保持高位——德国商业银行

Russian Oil exports remain high – Commerzbank.Russian Oil exports remain high – Commerzbank

加拿大央行在特朗普总统终止贸易谈判时出现下滑——丰业银行。加拿大央行在特朗普总统终止贸易谈判时出现下滑——丰业银行

CAD slips as President Trump terminates trade talks – Scotiabank.CAD slips as President Trump terminates trade talks – Scotiabank

法国10年期OAT收益率徘徊在3.4%左右，保持一周半的高点，因为投资者对政治稳定和经济增长的担忧日益加剧。法国的政治焦点是2026年预算，政府计划将2026年的预算赤字从2025年的5.4%降至4.7%。法国社会党威胁称，如果2026年的预算不包括对超级富裕家庭征收2%的“祖克曼税”，将对政府进行不信任投票，这将给勒科尔努总理造成政治僵局。在经济方面，法国私营部门连续第14个月收缩，服务业和制造业均疲软。在美国，通胀低于市场预期，加大了对美联储降息的押注，而欧元区强于预期的PMI数据促使投资者略微降低了对欧洲央行明年降息的预期。

France’s 10-year OAT yield hovered around 3.4%, holding a one-and-a-half-week high, as investors grappled with growing concerns about political stability and economic growth. The political focus in France is on the 2026 budget, with the government planning to reduce the 2026 budget deficit from 5.4% in 2025 to 4.7%. France’s Socialists threatened a no-confidence vote against the government if the 2026 budget does not include a 2% “Zucman tax” on ultra-wealthy households, creating a political deadlock for Prime Minister Lecornu. Economically, the French private sector contracted for the 14th consecutive month, with weakness in both services and manufacturing. In the US, inflation came in below market expectations, boosting bets on a Federal Reserve rate cut, while stronger-than-expected PMI readings from the eurozone prompted investors to slightly scale back expectations for an ECB rate cut next year.