政局动荡叠加盈利预期下滑,法国“股债双杀”还要继续?

华尔街见闻
29 Nov 2024

紧张的政治局势还没有缓解的迹象,又将迎来标普全球评级的评级更新,属于法国的“黑色星期五”真要来了吗? 近期,法国债市和股市双双承压,其中法国债市在截至本周二的五天内,经历了两年多来最严重的每周资金外流。资金的大量逃离则推高了法国相对于其他经济体的借贷成本,导致基准股指暴跌,股市有望创下自2010年以来相对于欧洲其他经济体最糟糕的水平。 最新的数据显示,法国借贷成本已经超过希腊,...

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