智通财经APP获悉,中银保诚资产管理发文称,经济增长降温的迹象以及通胀压力的减退,为各国央行,特别是欧洲和美国,提供了逐步退出紧缩货币政策的背景。这将为相关地区的债券市场创造利好环境。与此同时,在日本央行政策进㇐步正常化下,日本债券收益率可能更易面临上行压力。纵使从历史上来看,政策转向往往对债券有利,但过程不会㇐帆风顺。该行认为市场将会持续波动,投资者应仔细审视经济数据发展以及持续的地缘政治...
Source Link智通财经APP获悉,中银保诚资产管理发文称,经济增长降温的迹象以及通胀压力的减退,为各国央行,特别是欧洲和美国,提供了逐步退出紧缩货币政策的背景。这将为相关地区的债券市场创造利好环境。与此同时,在日本央行政策进㇐步正常化下,日本债券收益率可能更易面临上行压力。纵使从历史上来看,政策转向往往对债券有利,但过程不会㇐帆风顺。该行认为市场将会持续波动,投资者应仔细审视经济数据发展以及持续的地缘政治...
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