Gold ticked higher in European morning trade as markets focused on US Treasury yields and the dollar, while fiscal and political turbulence in the euro area bolstered safe-haven demand. ING said European fiscal worries have driven some flows into gold, but elevated US yields, persistent inflation risks and a firmer dollar may constrain gains. Recent US inflation and economic releases have reduced expectations of another Fed hike; CME FedWatch shows the market pricing a 22% chance of an Oct rate

2026-10-06

Gold ticked higher in European morning trade as markets focused on US Treasury yields and the dollar, while fiscal and political turbulence in the euro area bolstered safe-haven demand. ING said European fiscal worries have driven some flows into gold, but elevated US yields, persistent inflation risks and a firmer dollar may constrain gains. Recent US inflation and economic releases have reduced expectations of another Fed hike; CME FedWatch shows the market pricing a 22% chance of an Oct rate increase, easing a key headwind for bullion.

其他消息
2026-10-06

彭博估算,截至2026年7月,日本投资者持有约23万亿日元、折合1450亿美元的法国债券,占其海外债券持仓的6.6%,也是相对全球债券基准超配幅度最大的欧元区市场。随着法国财政赤字和政治僵局引发抛售,其10年期国债收益率已逼近5%,创2002年以来新高;但日债收益率也在上升。计入欧元兑日元的汇率对冲成本后,法国债券对日本投资者的收益率约为3.3%,相对本国债券的优势仅约40个基点,已不足以充分补偿法国财政及价格波动风险。 三井住友DS资产管理的全球固收团队已经清空法国国债,转向德国国债和日本短债。 这并不代表日本资金将集体撤离,但是一旦更多资金回流日本,法国不仅要面对信用风险溢价上升,还可能同时失去关键的边际买盘。

2026-10-06

Spot gold slipped below $4,110/oz, off more than $10 and down 0.74% on the day. Spot silver fell 1.00% intraday to $60.42/oz.