欧元区公债收益率走高 投资者聚焦美联储政策前景

Core Viewpoint - Eurozone bond yields rose on Thursday, following the trend of U.S. bonds, as investors focused on the Federal Reserve's policy outlook and awaited key U.S. employment data later in the day [1][5]. Group 1: Eurozone Bond Yields - The German 10-year government bond yield increased by 0.5 basis points to 2.75% [2][6]. - The market remains cautious regarding the potential for a comprehensive and credible peace agreement in Ukraine, which could alleviate inflationary pressures and support economic growth, thereby influencing the European Central Bank's policy path [2][7]. Group 2: U.S. Bond Influence - U.S. borrowing costs continue to dominate market trends, with expectations that the European Central Bank will maintain interest rates until 2027 [4][9]. - The U.S. 10-year bond yield rose by 2.5 basis points to 4.08%, following a decline on Wednesday, as data showed an unexpected decrease in private sector jobs for November [4][9]. - The German 2-year bond yield, which is more sensitive to expectations regarding the European Central Bank's policy rate, increased by 1 basis point to 2.06%, having previously reached 2.08%, the highest level since the end of March [4][9].