據(jù)路透社7月6日?qǐng)?bào)道，周二，隨著油價(jià)升至2018年以來(lái)的最高水平，以及澳大利亞央行(Reserve Bank of Australia)成為最新一家退出大規(guī)模疫情刺激計(jì)劃的主要央行，歐元區(qū)政府債券收益率小幅上升。

　　在歐佩克+放棄石油產(chǎn)量談判后，油價(jià)上漲至每桶近80美元。這讓人們的注意力重新回到了通脹前景上。一些人認(rèn)為，全球通脹將持續(xù)走高，而另一些人則認(rèn)為，隨著經(jīng)濟(jì)從疫情沖擊中復(fù)蘇，通脹只是暫時(shí)的。

　　德國(guó)商業(yè)銀行(Commerzbank)利率策略師Christoph Rieger在談到周一的美國(guó)假日時(shí)表示，"隨著油價(jià)飆升和可能樂(lè)觀的宏觀數(shù)據(jù)，美國(guó)假期結(jié)束，市場(chǎng)活動(dòng)將升溫。德國(guó)公債收益率目前仍有風(fēng)險(xiǎn)，而歐洲央行持續(xù)買(mǎi)入公債應(yīng)能限制下跌。"

　　早盤(pán)，德國(guó)基準(zhǔn)10年期國(guó)債收益率上漲約一個(gè)基點(diǎn)至-0.20%，歐元區(qū)其他10年期國(guó)債收益率也上漲了類(lèi)似水平。

　　周一晚些時(shí)候，衡量歐元區(qū)通脹預(yù)期的關(guān)鍵指標(biāo)——五年期遠(yuǎn)期通脹升至約1.61%，為5月19日以來(lái)的最高水平。

　　與此同時(shí)，澳大利亞央行(Reserve Bank of Australia)表示，至少在11月中旬之前，將繼續(xù)以每周40億澳元的速度購(gòu)買(mǎi)政府債券，而不是目前的每周50億澳元。

　　購(gòu)買(mǎi)速度的放緩是對(duì)債券投資者的最新提醒，即各國(guó)央行現(xiàn)在正著眼于退出去年疫情危機(jī)爆發(fā)后實(shí)施的大規(guī)模刺激計(jì)劃。

　　德國(guó)和奧地利預(yù)計(jì)將發(fā)售新債券。分析師表示，法國(guó)可能會(huì)以銀團(tuán)債券的形式進(jìn)入市場(chǎng)。

　　王佳晶 摘譯自 路透社

　　原文如下：

　　Euro zone bond yields creep up, oil prices in focus

　　Euro zone government bond yields edged up on Tuesday as oil prices rose to their highest levels since 2018 and the Reserve Bank of Australia became the latest major central bank to step back from aggressive pandemic-induced stimulus.

　　Oil prices extended gains to near $80 a barrel after Ministers of the Organization of the Petroleum Exporting Countries (OPEC) and its allies, a group known as OPEC+, abandoned oil output talks.

　　That put the focus back on the outlook for inflation, which some believe is set for a sustained push higher globally while others argue is temporary as the economy recovers from the COVID-19 shock.

　　“Market activity is set to pick up with the U.S. returning from holiday amid high-flying oil and likely upbeat macro data,” said Commerzbank rate strategist Christoph Rieger, referring to Monday’s U.S. holiday.

　　“Bund yields remain exposed for now while persistent ECB (European Central Bank) purchases should limit the downside.”

　　In early trade, Germany’s benchmark 10-year Bund yield was up around a basis point at -0.20%, with other 10-year yields in the bloc up a similar amount.

　　Late on Monday, a key measure of euro zone inflation expectations -- the five-year, five-year inflation forward -- rose to about 1.61%, its highest since May 19.

　　The Reserve Bank of Australia meanwhile said it would continue purchasing government bonds past the present September deadline at a weekly pace of A$4 billion, rather than the current A$5 billion until at least mid-November.

　　That slowdown in the pace of purchases is the latest reminder to bond investors that central banks now have their eyes on exiting massive stimulus schemes put in place after the COVID-crisis erupted last year.

　　The German ZEW sentiment survey is released later in the day, while Germany and Austria are expected to sell new bonds. France meanwhile could come to the market with a syndicated bond deal, analysts said.

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