花旗:法国国债受勒庞事件影响 但与其他国债的差距或暂时不会进一步扩大

环球市场播报
01 Apr

  花旗投资研究的Aman Bansal和Jamie Searle在一份报告中表示,在巴黎法院禁止极右翼领导人勒庞参加下届总统选举后,法国政府债券表现进一步逊于意大利国债。然而,他们表示,随着关税话题开始影响市场,法国国债与欧洲其他国家国债表现的差距可能暂时不会进一步拉大。

  一家法国法院裁定勒庞挪用欧盟资金,禁止她在未来五年内竞选公职。

  花旗这些利率策略师表示:“虽然这一裁决增加了短期内勒庞的国民联盟在民意调查中获得同情分的风险,但在可以召开立法选举之前,其对市场的影响仍然有限。”

  周一,10年期法国政府债券与德国国债的收益率之差扩大至72.5个基点;而根据Tradeweb的数据,这个差值最新为71个基点。

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