债券市场已充分定价法国赤字恶化风险高盛研判法德国债利差或最终收窄

环球市场播报

09/01

　　高盛分析师在报告中指出，当前债券市场已对法国财政赤字恶化风险予以充分定价。除非重新举行选举的风险上升，否则政府债券收益率利差或终将收窄。

　　他们表示：“我们认为风险外溢至其他主权利差市场或德国国债的空间有限——不过当前德国国债互换利差收窄的风险回报比确实偏低。”

　　据Tradeweb数据，随着法国总理宣布将于9月8日举行信任投票，十年期法德国债利差上周一度扩大至80个基点上方的周期新高，随后在当周后期收窄至80个基点下方。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：王许宁

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债券市场已充分定价法国赤字恶化风险 高盛研判法德国债利差或最终收窄

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债券市场已充分定价法国赤字恶化风险高盛研判法德国债利差或最终收窄