华尔街“密切关注”:如果不想利率失控,日本可以这么救日债,但代价是美债!

华尔街见闻
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日本长期国债市场正遭遇一轮猛烈抛售,华尔街密切关注一种潜在的救市方案:日本政府或要求国有机构大举买入本国国债,而资金来源,可能是抛售手中的美国国债。 本周,20年期日本国债拍卖遭遇冷场,收益率飙升,重创长期债券。其中,40年期国债收益率逼近3.7%,自4月以来已上升整整1个百分点。对于久期接近20年的债券,短短几周内投资者损失接近20%。 巴克莱全球研究主席Ajay Rajadhyaksha在接受...

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