德国10年期债券收益率升至2.56%以上，为7月以来的最高水平，因为投资者预计，在美国非农就业数据强于预期后，将继续收紧货币政策。美国的报告显示，12月份增加了25.6万个工作岗位，远远超过了预测的16万个。此外，对欧元区通胀的担忧加剧，由于能源和服务成本上升，12月通胀率攀升至2.4%。欧洲央行的调查显示，通胀预期上升，导致市场将存款利率的预测上调至2025年7月的2.1%。

Germany’s 10-year bond yield rose above 2.56%, its highest level since July, as investors anticipated continued monetary tightening following stronger-than-expected US nonfarm payroll data. The US report showed a rise of 256,000 jobs in December, far surpassing the forecasted 160,000. Additionally, concerns over inflation in the Eurozone were heightened, with inflation climbing to 2.4% in December due to higher energy and services costs. The European Central Bank's survey indicated rising inflation expectations, leading markets to increase their forecast for the deposit rate to 2.1% by July 2025.

DAX指数周五下跌0.5%，因美国非农就业数据超出预期，加剧了人们对长期货币紧缩的担忧。大多数行业和主要股票都出现了亏损，西门子下跌0.9%，西门子能源暴跌3.5%以上。安联和慕尼黑再保险等保险公司也下跌，分别下跌1.3%和2%。然而，汽车行业表现优异，梅赛德斯-奔驰上涨超过4%，宝马和大众汽车上涨超过1%。美国12月就业报告显示，非农就业人数强劲增长25.6万人，远远超过16万人的预测，给股市增加了压力。

The DAX dropped 0.5% on Friday as US nonfarm payroll data exceeded expectations, fueling concerns about prolonged monetary tightening. Most sectors and major stocks were in the red, with Siemens falling 0.9% and Siemens Energy plunging over 3.5%. Insurers like Allianz and Munich RE also declined, down 1.3% and 2%, respectively. However, the auto sector outperformed, with Mercedes-Benz rising over 4% and BMW and Volkswagen gaining more than 1%. The US December jobs report showed a robust 256,000 increase in nonfarm payrolls, far surpassing the 160,000 forecast, adding pressure to equity markets.

2024年11月，德国的经常账户盈余从上个月的137亿欧元扩大到241亿欧元。商品盈余从155亿欧元增至195亿欧元，服务赤字从113亿欧元收窄至60亿欧元。此外，初级收入盈余从153亿欧元增至166亿欧元，而次级收入缺口从58亿欧元增至59亿欧元。考虑到今年的11个月，经常账户盈余从2023年同期的2141亿欧元扩大到2269亿欧元。

Germany's current account surplus widened to EUR 24.1 billion in November 2024 from EUR 13.7 billion in the previous month. The goods surplus rose to EUR 19.5 billion from EUR 15.5 billion and the services deficit narrowed to EUR 6 billion from EUR 11.3 billion. Also, the primary income surplus increased to EUR 16.6 billion from EUR 15.3 billion, while the secondary income shortfall increased to EUR 5.9 billion from EUR 5.8 billion. Considering the eleven months of the year, the current account surplus widened to EUR 226.9 billion from EUR 214.1 billion in the same period of 2023.

德国经常账户n.s.a.从之前的125亿欧元增至11月的241亿欧元。德国经常账户n.s.a.从之前的125亿欧元增至11月的241亿欧元

Germany Current Account n.s.a. rose from previous €12.5B to €24.1B in November.Germany Current Account n.s.a. rose from previous €12.5B to €24.1B in November