没想到跌这么狠!日债凶猛跳水,市场跌懵了

华尔街见闻
Jan 21

1月20日,日本国债市场突现抛售风暴,30年期及40年期收益率单日飙升超25个基点,被交易员称为“近年最混乱交易日”。市场恐慌源于首相高市早苗宣布“结束财政紧缩”,并提出减税增支计划,被投资者视为日本版“特拉斯时刻”。疲弱的20年期国债拍卖加剧恶性循环,对冲基金被迫平仓、寿险公司压力骤增。动荡迅速传导至全球,美债收益率同步升至多月高位。1月20日,日本债券市场突现剧烈抛售,被交易员形容为“近年最...

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