据伦敦证券交易所集团(LSEG)的数据，欧元区外围国家国债与德国国债的收益率差进一步收窄，其中 意大利和西班牙的收益率差创下新里程碑，达到2008年以来的最低水平。10年期意大利BTP与德国国债 的收益率差一度低至59个基点，而10年期西班牙与德国国债的收益率差则降至39个基点。Jefferies的 Mohit Kumar在一份报告中称："我们仍然看好意大利和西班牙相对于德国的表现。"该全球经济学家 称，利差交易的有利环境未来几个月可能会主导信用债和外围国家市场。Jefferies维持其在欧元区外围 国家政府债券中的多头头寸，并预计意大利与德国10年期国债收益率差将向50个基点靠拢。 ...

Core Viewpoint - European bond yields experienced a decline on May 26, with notable decreases in France, Italy, Spain, and Greece, indicating a potential shift in investor sentiment towards safer assets [1] Group 1: France - The yield on French 10-year government bonds fell by 2.2 basis points to 3.240%, with a trading range of 3.296% to 3.235% during the day [1] Group 2: Italy - Italian 10-year government bond yields decreased by 2.9 basis points to 3.556%, with a trading range of 3.624% to 3.551% [1] Group 3: Spain - Spanish 10-year government bond yields dropped by 1.4 basis points to 3.179% [1] Group 4: Greece - Greek 10-year government bond yields fell by 2.2 basis points to 3.298% [1]