Ultima Markets：【市场热点】政局前景不明，法股震荡下挫

周二，因改选迫在眉睫，政局动荡打击股市，CAC 40 指数骤跌 1.33%，收近于今年低谷7,789.21 Points. 马克宏在欧洲议会选举失势，而极右派在其中取得实质进展。

尽管马克宏的总统角色及其外交政策和国防的控制地位保持不变，但接下来选举的结果和新总理的任命可能会阻碍他推动法案的努力。如果马克宏的政党在改选落败，马克宏辞任将加剧法国金融圈焦虑。

信用评级机构示警，政治不确定性，再加上国民联盟获胜机会，可能会削弱法国减债力道。这样的担忧导致法国10periodOAT 债券殖利率落至七个月以来的最低水平。 随着对即将公布的美国消费者物价指数 (CPI) 数据和美联储政策公告的预期增强，交易员采取更谨慎的态度。

债券市场反转，银行股卖压灌顶；法国兴业银行、法国巴黎银行和法国农业信贷银行的股价分别下跌 5.1%、4.1% and 3.9%。 同样地，对信用风险敏感的商业地产公司 UnibailRodamco Westfield 亦跌 4.3%。

(CAC 40Index monthly chart)

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