每经AI快讯，10月6日，法国和德国10年期国债收益率利差升至1月初以来的最高水平，达到84.74个基 点。 ...

周三（8月27日）亚盘早盘，欧元兑美元下跌，目前交投于1.16附近，截止北京时间10:24分，欧元兑美 元报价1.1626，跌幅0.14%，上一交易日欧元兑美元收盘为1.1643。机构分析师表示，由于法国总理贝 鲁宣布将进行信任投票，欧元可能因法国和德国国债收益率利差扩大而下跌。 欧元兑美元跌至1.1600附近，空头瞄准1.1550，汇价长期呈现看涨旗形整理形态，而局部价格在争夺20 日简单移动平均线(1.1608)支撑位。相对强弱指标(RSI)跌破中性线，动能略转向空头。 贝鲁正在为其政府的大规模预算削减计划寻求议会支持。分析师指出，如果法国举行临时选举，法国10 年期国债与德国10年期国债的收益率利差可能从目前的78个基点扩大至90个基点。在此情境下，若其他 条件不变，欧元兑美元可能跌至1.14附近。该分析师认为，如果市场没有受到美国数据意外和特朗普关 税言论等因素的影响，那么法国的政治动向将成为欧元走势的关键驱动力。 ...

Group 1 - The German 10-year bond yield decreased by 1.6 basis points to 2.679% on August 1, with a notable drop after the release of the US non-farm payroll report and the ISM manufacturing index [1] - The 2-year German bond yield fell by 3.5 basis points to 1.929%, with a total decline of 2.0 basis points for the week [1] - The 30-year German bond yield increased by 1.2 basis points to 3.189%, but experienced a cumulative drop of 1.8 basis points for the week [1] Group 2 - The yield spread between the 2-year and 10-year German bonds rose by 1.856 basis points to +74.612 basis points, with a total decline of 1.874 basis points for the week [1]

Group 1 - The US Treasury yield curve for 2/10 years has shown a mild flattening, with the spread reported at 54.9 basis points [1]

Group 1 - The yield curve for U.S. 2-year and 10-year Treasury bonds has steepened, with the spread widening to 60 basis points, marking the largest spread since April of this year [1]

Group 1 - The yield spread between Italian and German 10-year government bonds has decreased by 1 basis point to 87 basis points, potentially reaching the narrowest closing level since 2010 [1] - The yield spread between Italian and French 10-year government bonds has fallen to below 20 basis points, marking the first occurrence since 2007 [1]

Core Viewpoint - The yield spread between French and German 10-year government bonds has widened to 74 basis points, reaching the highest level since April [1] Group 1 - The increase in the yield spread indicates a growing divergence in the perceived credit risk and economic outlook between France and Germany [1] - The current yield spread of 74 basis points reflects market sentiment and investor confidence in the respective economies [1] - This development may influence investment strategies and capital flows within the Eurozone [1]

Core Viewpoint - The yield spread between the 10-year and 30-year U.S. Treasury bonds has increased, indicating a potential steepening of the yield curve, which may not yet present a buying opportunity for long-term bonds [1] Group 1: Yield Spread Analysis - The yield spread between the 10-year and 30-year U.S. Treasury bonds rose by 0.874 basis points, currently reported at +53.196 basis points [1] - The yield spread reached a peak of +54.429 basis points at 15:48 Beijing time, approaching previous highs of +58.328 basis points on October 1, 2021, and +86.817 basis points on February 24 of the same year [1] Group 2: Expert Insights - Jamie Patton, co-head of global rates at TCW, believes the current yield spread is not wide enough to justify purchasing long-term bonds [1] - Patton suggests an overweight position in 2-year and 5-year Treasury bonds, anticipating further steepening of the yield curve [1] - She emphasizes the need for a comprehensive analysis rather than simply reacting to a 5% yield on 30-year bonds, indicating that it remains relatively low compared to other parts of the curve [1]

Core Insights - The yield spread between Italian and German 10-year government bonds has narrowed by 8 basis points, reaching a one-week low [1] Group 1 - The narrowing of the yield spread indicates a potential shift in investor sentiment towards Italian bonds compared to German bonds [1]