智通财经APP注意到，英国新一轮的政治动荡在周四波及该国金融市场，重创了英镑和长期债券。这导致两年期与 10 年期英债收益率之差扩大至 2018 年以 来的最高水平，同时英镑在同类货币中表现最差。30 年期收益率则触及 11 月以来的最高位。 市场波动发生之际，外界对首相基尔·斯塔默掌控权力的能力疑虑增加，推高了投资者要求的政治风险溢价。尽管明知彼得·曼德尔森与已故劣迹金融家杰弗 里·爱泼斯坦有关联，斯塔默仍决定任命其为驻美大使，这一决定使他面临日益沉重的压力。 瑞穗国际策略师艾芙琳·戈麦斯-列希蒂表示："曼德尔森风波正迅速演变成对斯塔默以及长端英债的威胁，而长端英债对任何负面政治新闻都保持高度敏 感。" 英镑下行风险加剧 尽管长期英债收益率仍远低于去年的峰值，但鉴于工党在民调中的惨淡表现以及斯塔默本人创纪录的低支持率，不断上升的借贷成本是其面临的又一棘手问 题。外界预计该党在 5 月的地方选举中表现不佳。 10 年期英债收益率一度上升 4 个基点至 4.59%，使其与变动不大的两年期英债收益率之差扩大至 86 个基点。30 年期英债收益率则上涨 5 个基点至 5.38%。 长期债务对政治和财政风险更为敏感， ...

Group 1 - The core viewpoint is that UK long-term bonds are strengthening, indicated by a decrease in the 30-year UK bond yield by 9 basis points to 5.43% [1]

Group 1 - The UK 10-year government bond yield increased by 1.3 basis points to 4.554%, with a total rise of 5.0 basis points for the week [1] - The 30-year UK bond yield rose by 0.4 basis points to 5.343%, accumulating a weekly increase of 7.1 basis points [1] - The 50-year UK bond yield increased by 0.5 basis points to 4.689%, with a total rise of 7.2 basis points for the week [1] Group 2 - On July 1, the US stock market saw the 10-year yield drop to 4.417% before rebounding to 4.633% at the market open on July 2 [1] - The 30-year yield fell to 5.185% on July 1 and rebounded to 5.453% on July 2 [1] - The 50-year yield dropped to 4.542% on July 1 and then increased to 4.817% on July 2 [1]

Group 1 - The core viewpoint indicates that the UK bond market experienced fluctuations in yields, with the 10-year bond yield rising by 3.2 basis points to 4.504% while cumulatively dropping by 3.2 basis points over the week [1] - The 2-year UK bond yield increased by 1.2 basis points to 3.839%, with a cumulative decline of 8.0 basis points for the week [1] - The 30-year UK bond yield saw a cumulative increase of 0.3 basis points, indicating a W-shaped reversal, while the 50-year bond yield rose by 3.7 basis points [1] Group 2 - The yield spread between the 2-year and 10-year UK bonds increased by 4.578 basis points, reaching +66.277 basis points [1]