意大利10年期政府债券收益率回升至3.85%以上,从周五达到的3.7%的一个月低点回升,因为投资者对美国总统特朗普上周宣布的一些关税可能会重新谈判持谨慎乐观态度。与此同时,市场正在等待欧盟对与美国不断升级的贸易紧张局势的反应的更多细节。美国财政部长斯科特·贝森特表示,包括日本在内的约70个国家已与白宫联系,启动关税讨论。与此同时,欧盟委员会透露,它已向特朗普政府提出“零对零”关税协议,以避免全面的贸易战,尽管该提议被拒绝。在货币政策方面,交易员现在预计4月份降息25个基点的可能性为90%,预计到年底将再降息两次,其中一次最早可能在6月,而且越来越多的人猜测可能会第三次降息。
Italy’s 10-year government bond yield rose back above the 3.85% mark, recovering from a one-month low of 3.7% reached on Friday, as investors grew cautiously optimistic that some of the tariffs announced by U.S. President Trump last week might be renegotiated. Meanwhile, markets awaited more details on the European Union’s response to the escalating trade tensions with the U.S. U.S. Treasury Secretary Scott Bessent stated that about 70 countries, including Japan, had contacted the White House to initiate tariff discussions. At the same time, the European Commission revealed it had offered a “zero-for-zero” tariff agreement to the Trump administration to avert a full-blown trade war, though the proposal was rejected. On the monetary policy front, traders are now expecting a 90% chance of a 25-basis-point rate cut in April, with two additional cuts forecast by year-end, one of which could come as early as June, and growing speculation of a potential third reduction.