2025年4月28日
地緣政治緊張局勢引發整個歐洲利率市場波動。在美國的壓力下,各國政府(尤其是德國)誓言要增加國防及基建開支。開支增加將導致債務發行增加及預算赤字上升,但也可能促進歐洲中期增長。對於債券投資者來說,這意味著什麼?
 
 

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