智通财经APP获悉，自称“超级看跌者”的法兴银行策略师Albert Edwards表示，担心美股牛市能否持续的投资者应关注日本债券收益率。Edwards早在 5 月份就表示，日本债券收益率飙升是自 2008 年危机以来债券收益率被压低的制度开始以来，全球市场面临的最大风险。
Edwards发文称，尽管投资者关注英伟达(NVDA.US)的业绩以及延迟公布的美国经济数据，但“当前市场最重要的单一发展是日本国债收益率飙升……日本10 年期国债收益率已突破1.82%。这就是终结股市多头行情的因素吗?”
Edwards认为，日本历来是重大金融转折的早期预警点，并补充说，日本机构可能会将资金调回国内，从而逆转多年来以日元融资的套利交易以及大量购买外国债券(包括美国国债)的趋势。
Edwards警告称，由于美国国债和股票都得益于日本持续的资金流入，美国市场易受冲击。他表示，如果日本国债收益率上升促使国内投资者回流，那么资金的撤离可能会重创美国资产，并给美元带来压力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.