周二，英国和法国的长期债券收益率触及十多年来的最高水平，因为投资者对全球各国财政状况的担忧 日益加剧，而黄金价格创下历史新高。与此同时，英镑和欧元兑美元汇率下跌，欧洲股市也走低。 英国30年期国债收益率上涨近6个基点，至5.697%，为1998年以来的最高水平，法国30年期国债收益率 也上涨了类似幅度，至4.513%，为2009年以来的最高水平。 债券收益率与价格呈反向变动关系，超长期30年期债券的收益率在全球范围内飙升，表明投资者对从日 本到美国等国家的债务规模感到担忧。 但英国和法国尤其受到关注。 法国总理弗朗索瓦·贝鲁下周很可能在信任投票中失利，因为反对党对政府削减开支的举措表示反对。 而英国财政大臣雷切尔·里夫斯预计将在秋季预算中提高税收，以确保实现其财政目标。 盛宝银行英国投资策略师Neil Wilson表示："30年期国债收益率创下近三十年来的最高水平，这对英国 工党政府而言并非好兆头，也表明其财政和经济方面的信誉已所剩无几。" 他表示："但这并非仅仅是英国独自面临的问题……需要考虑的是，全球长期债券都陷入了困境，因为 没人愿意承担期限风险，这推动黄金价格创下新高。" 周二早盘，金价一度升至每盎司 ...

Core Viewpoint - Japan's long-term government bond yields are rising sharply, approaching historical highs, driven by concerns over fiscal policy ahead of the upcoming Senate elections [1] Group 1: Bond Market Reaction - The 30-year government bond yield increased by 10.5 basis points to 3.145%, nearing the historical peak of 3.185% set in May [1] - The 20-year bond yield rose by 12 basis points to 2.620%, the highest level since October 2000 [1] - The 10-year bond yield increased by 7 basis points, while the 40-year bond yield rose by 9 basis points to 3.415% [1] Group 2: Political Context - The upcoming Senate elections on July 20 have become a focal point, with local media polls indicating that the ruling coalition may lose its majority [1] - Politicians are promising increased government spending and tax cuts to attract voters, which could exacerbate the national debt burden [1] - Miki Den, a senior interest rate strategist at Sumitomo Mitsui Trust Securities, noted that the bond market is taking measures to reduce risk ahead of the elections [1]