法国10年期政府债券收益率微升至3.36%,投资者评估了美国新征收关税和欧元区最新通胀数据的影响。美国的有效关税率已从年初的略高于2%跃升至约15%,创下20世纪30年代以来的最高水平。在8月1日截止日期前最后一刻达成协议后,欧盟现在面临对美国出口15%的关税。在通胀方面,7月份欧元区消费者价格同比上涨2.0%,与欧洲央行连续第二个月的目标一致,但略高于市场预期的1.9%。核心通胀率稳定在2.3%。随着未来几个月整体通胀率预计将高于欧洲央行的预测,进一步降息的可能性已经降低。在美国,美联储主席鲍威尔的鹰派言论进一步降低了市场对9月会议降息的预期。
France's 10-year government bond yield edged up to 3.36% as investors assessed the implications of newly imposed US tariffs and the latest Eurozone inflation figures. The effective US tariff rate has jumped to approximately 15%, up from just over 2% at the start of the year—marking its highest level since the 1930s. The EU now faces a 15% tariff on exports to the US, following a last-minute agreement reached just ahead of the August 1 deadline. On the inflation front, Eurozone consumer prices rose 2.0% yoy in July, in line with the ECB’s target for a second consecutive month, though slightly above market expectations of 1.9%. Core inflation remained stable at 2.3%. With headline inflation expected to stay above ECB forecasts in the coming months, the likelihood of further rate cuts has diminished. In the US, Fed Chair Powell’s hawkish comments have further reduced the market’s expectations for a rate cut at the September meeting.