全球债市抛压带崩英债,英国30年期借贷成本升至自1998年以来的最高水平,同时英镑在周二下跌超1%!英国财政状况备受关注
Sou Hu Cai Jing·2025-09-02 08:43
Core Viewpoint - The cost of borrowing in the UK for 30-year bonds has reached its highest level since 1998, while the British pound has fallen over 1%, indicating growing investor concerns about the UK's fiscal capacity [1] Group 1: Borrowing Costs and Currency Impact - The increase in borrowing costs is influenced by a sell-off in other major bond markets, but the focus on the UK's weak fiscal situation is evident from the simultaneous decline in the pound and UK government bonds [1] - Jane Foley, head of foreign exchange strategy, noted that while the Bank of England's anticipated adjustments provided some support for the pound last month, the upcoming autumn budget poses fiscal risks that could negatively impact the currency [1]