日本长期国债崩塌,会是全球债券市场的“金丝雀”预警? 近期,30年期日本国债收益率急剧上升至历史高位,目前已与德国30年期国债收益率相当,这在历史上很少出现。这一上升趋势始于4月中旬并持续至今,引发了市场对全球债市的担忧。 据追风交易台,摩根士丹利在最新的报告中表示,结构性供需失衡导致日债陷入“价值陷阱”,即便货币对冲后债券看起来“便宜”但可能进一步下跌。 进一步来看,日债崩塌或是全球债市结构性...
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