据路透社7月6日报道，周二，随着油价升至2018年以来的最高水平，以及澳大利亚央行(Reserve Bank of Australia)成为最新一家退出大规模疫情刺激计划的主要央行，欧元区政府债券收益率小幅上升。
在欧佩克+放弃石油产量谈判后，油价上涨至每桶近80美元。这让人们的注意力重新回到了通胀前景上。一些人认为，全球通胀将持续走高，而另一些人则认为，随着经济从疫情冲击中复苏，通胀只是暂时的。
德国商业银行(Commerzbank)利率策略师Christoph Rieger在谈到周一的美国假日时表示，"随着油价飙升和可能乐观的宏观数据，美国假期结束，市场活动将升温。德国公债收益率目前仍有风险，而欧洲央行持续买入公债应能限制下跌。"
早盘，德国基准10年期国债收益率上涨约一个基点至-0.20%，欧元区其他10年期国债收益率也上涨了类似水平。
周一晚些时候，衡量欧元区通胀预期的关键指标——五年期远期通胀升至约1.61%，为5月19日以来的最高水平。
与此同时，澳大利亚央行(Reserve Bank of Australia)表示，至少在11月中旬之前，将继续以每周40亿澳元的速度购买政府债券，而不是目前的每周50亿澳元。
购买速度的放缓是对债券投资者的最新提醒，即各国央行现在正着眼于退出去年疫情危机爆发后实施的大规模刺激计划。
德国和奥地利预计将发售新债券。分析师表示，法国可能会以银团债券的形式进入市场。
王佳晶 摘译自 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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