欧洲债市：英国国债走强 央行官员的表态支持了降息预期

Group 1 - The comments from Bank of England policymakers support expectations for interest rate cuts, leading to a slight outperformance of UK government bonds [1][3] - UK government bond yields fell by 2-3 basis points, with the 30-year bond yield decreasing by 3 basis points to 5.2%; traders are betting that the Bank of England will cut rates by 56 basis points by the end of 2026 [1][3] - Bank of England official Mann indicated that a weak job market may alleviate price concerns, while Lombardelli expects the Chancellor's budget to reduce inflation by 0.5 percentage points; Ramsden hinted at a preference for a rate cut next week, anticipating rates to stabilize around 3% [1][3] Group 2 - French long-term government bond yields decreased by 2-3 basis points as traders await a key vote on the social security budget [2][4] - Market updates include a 1 basis point drop in German government bond yields to 2.85%, a rise in German bond futures by 20.00 points to 127.49, and a 1 basis point decrease in Italian 10-year bond yields to 3.55% [2][4] - The Italian-German bond yield spread remained stable at 70 basis points, while French 10-year bond yields fell by 3 basis points to 3.56%, and UK 10-year bond yields decreased by 2 basis points to 4.51% [2][4]