财政忧虑加剧 欧洲遭遇股债汇三杀
Zhi Tong Cai Jing·2025-09-02 11:58

Group 1 - Long-term bond yields in the UK and France have reached their highest levels in over a decade, driven by increasing concerns over global fiscal conditions [1] - The UK 30-year government bond yield rose nearly 6 basis points to 5.697%, the highest since 1998, while the French 30-year yield increased similarly to 4.513%, the highest since 2009 [1] - The rise in bond yields indicates investor worries about debt levels across various countries, particularly in the UK and France [1] Group 2 - The British pound and euro have depreciated against the US dollar, with the pound falling over 1% to 1.3402, marking a near one-month low against the euro [1] - The European stock market has declined, with the Stoxx 600 index dropping 0.6%, and real estate stocks, sensitive to interest rates, falling nearly 2% [2] - Oil prices have increased due to heightened concerns over supply disruptions amid escalating tensions between Russia and Ukraine, with Brent crude rising 1.5% to $69.17 per barrel [2] Group 3 - Gold prices reached a historic high of $3,508.5 per ounce, reflecting a broader trend of rising long-term bond yields and investor aversion to duration risk [1] - Silver prices also surged to a 14-year high, indicating a strong demand for precious metals amid market volatility [1]