市场料欧洲央行维持利率不变 欧债周四小幅波动
Xin Hua Cai Jing·2025-09-11 08:56

Group 1 - The European Central Bank (ECB) is expected to maintain the benchmark interest rate at 2.00% during its upcoming meeting, following a pause in its easing cycle after eight consecutive rate cuts since June 2024 [7] - The eurozone inflation rate for August was reported at 2.1%, with core inflation dropping to 2.3%, which is below expectations, indicating a potential for further monetary policy adjustments [7] - The composite Purchasing Managers' Index (PMI) for the eurozone rose to 51.0 in August, marking the highest level in a year and suggesting a return to expansion in the manufacturing sector for the first time in three years [7] Group 2 - The bond market in Europe showed mixed results, with German bond yields mostly rising, while French bond yields declined, reflecting underlying political vulnerabilities in France following the resignation of Prime Minister Borne [4] - The 10-year French bond yield briefly exceeded the Italian bond yield for the first time in 20 years, highlighting a higher risk premium associated with French debt [4] - In the Italian bond market, there was a slight sell-off of bonds with maturities of six years or less, while investors showed interest in bonds with maturities of seven years or more [4]