意大利10年期英国国债收益率徘徊在3.39%左右，略低于10月27日的两周高点3.42%，因为投资者在央行做出决定之前保持谨慎。意大利经济显示出增强的迹象，10月份商业信心超过预期，达到2024年5月以来的最高水平，而消费者信心指数连续第二个月上升。意大利政府已批准2026年总额为187亿欧元的预算，目标是财政赤字占国内生产总值的2.8%，并将其提交议会年底批准。投资者正在等待本周晚些时候欧元区的关键通胀数据，这可能会影响对欧洲央行未来政策举措的预期。人们普遍预计，欧洲央行将在周四维持利率不变，而市场几乎可以肯定，美联储将在周三实施今年第二次降息25个基点。
Yields on Italy’s 10-year BTPs hovered around 3.39%, dipping slightly from a two-week high of 3.42% on October 27, as investors remained cautious ahead of central bank decisions. Italy’s economy showed signs of strengthening, with business sentiment exceeding forecasts in October to its highest level since May 2024, while the consumer confidence index rose for a second consecutive month. The Italian government has approved the 2026 budget totaling €18.7 billion, targeting a fiscal deficit of 2.8% of GDP, and submitted it to parliament for year-end approval. Investors are awaiting key euro area inflation data later this week, which could influence expectations for future ECB policy moves. The European Central Bank is widely expected to keep rates on hold on Thursday, while markets are nearly certain the Federal Reserve will implement its second 25-basis-point rate cut of the year on Wednesday.
