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日债收益率升至 10 年高位,市场押注央行致力政策正常化
周一,日本 10 年期国债收益率上涨 2.5 个基点,至 0.975%,触及 2013 年以来的最高水平,市场预期日本央行将致力于实现利率正常化,并支持苦苦挣扎的日元。收益率上一次触及此高位要追溯到上一任行长黑田东彦刚开始实施激进的货币宽松政策时,这亦导致基准收益率在随后几年降至负值水平。如今,其继任者植田和男在今年 3 月自 2007 年以来首次加息后,日本国债收益率正在攀升。20 年期至 30 年期债券的收益率最近攀升至 10 年来的最高水平,这正鼓励日本投资者将更多资金投入国内债券市场。目前,投资者正在仔细研究数据和决策者的声明,试图预测日本央行的下一步行动。太平洋投资预计今年还会有三次加息。先锋集团国际利率主管 Ales Koutny 预计,到今年年底,利率将上调至 0.75% 左右。



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日债收益率升至 10 年高位,市场押注央行致力政策正常化
周一,日本 10 年期国债收益率上涨 2.5 个基点,至 0.975%,触及 2013 年以来的最高水平,市场预期日本央行将致力于实现利率正常化,并支持苦苦挣扎的日元。收益率上一次触及此高位要追溯到上一任行长黑田东彦刚开始实施激进的货币宽松政策时,这亦导致基准收益率在随后几年降至负值水平。如今,其继任者植田和男在今年 3 月自 2007 年以来首次加息后,日本国债收益率正在攀升。20 年期至 30 年期债券的收益率最近攀升至 10 年来的最高水平,这正鼓励日本投资者将更多资金投入国内债券市场。目前,投资者正在仔细研究数据和决策者的声明,试图预测日本央行的下一步行动。太平洋投资预计今年还会有三次加息。先锋集团国际利率主管 Ales Koutny 预计,到今年年底,利率将上调至 0.75% 左右。

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