10年期德国国债收益率略低于2.55%,从最近五个月的峰值回落,此前德国的通胀数据与周二公布的欧元区数据前的预期大致一致,投资者在美联储定于周三做出的政策决定前保持谨慎。在欧洲最大经济体德国,4月份CPI稳定在2.2%的近三年低点,略低于市场共识的2.3%,而欧盟统一通胀率小幅上升至2.4%,超过2.3%的预期。货币市场预计欧洲央行2024年货币政策将下调70个基点,这意味着两次降息25个基点,第三次降息的可能性为80%。在其他方面,预计美联储将把借贷成本维持在创纪录的水平,所有人都在关注鲍威尔主席的讲话,以进一步了解央行今年的利率走势。
The yield on the 10-year German Bund dipped slightly below 2.55%, retreating from a recent five-month peak, after Germany's inflation data came in roughly in line with expectations ahead of the Eurozone's figures due on Tuesday, and as investors remained cautious ahead of the US Federal Reserve policy decision scheduled for Wednesday. In Germany, Europe's largest economy, the CPI rate held steady at a near three-year low of 2.2% in April, slightly below the market consensus of 2.3%, while the EU-harmonized rate inched higher to 2.4%, exceeding the expectation of 2.3%. Money markets priced in a 70 bps cut in ECB monetary policy for 2024, suggesting two 25 bps rate cuts and an 80% chance of a third move. Elsewhere, the US Fed is expected to maintain borrowing costs at record levels, with all eyes on Chair Powell's remarks for further insights into the central bank's rate moves this year.