瑞穗:日本央行QT终局目标成谜,超长期日债供需获短期支撑

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瑞穗表示,6月货币政策会议未指明日本央行计划将量化紧缩(QT)推进到何种程度。央行行长植田和男发表的评论表明,日本距离下一次加息仍有相当长的路程。虽然日本央行对其债券购买计划的中期审查结果大体上与会前市场预期相符,但该行并未提出任何针对2027年4月及以后时期的计划,这使得其计划将购债规模缩减多少仍不明确。在财务省与一级交易商会晤之前,市场预期该部门打算修改其日本国债发行计划。尽管预期中的超长期...

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