-- 加拿大國家銀行表示,儘管週三債券市場因美國和伊朗可能即將達成和平協議而上漲,但已開發經濟體的殖利率仍遠高於伊朗戰爭爆發前的水平。 該銀行指出,七國集團(G7)10年期和30年期公債平均借貸成本在4月底達到17年來的最高水平,週三仍與這一水平相差無幾。 加拿大國家銀行表示,即使局勢最終得以永久緩和,長期公債殖利率居高不下的風險依然非常現實。 該銀行指出,七國集團的部分成員國,特別是美國和英國,在飛彈發射前就已經面臨過高的價格壓力。儘管公共財政狀況脆弱,但一些成員國仍然“過於慷慨”,透過補貼能源或減稅來增加支出。 加拿大國家銀行表示,財政紀律的缺失加上地緣政治風險的加劇,將繼續對長期債券溢價構成上行壓力。
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