凯雷集团表示，日本政府债券收益率上升叠加日元走软的局面，是日本经济摆脱数十年通缩泥淖的好兆头，尽管一些批评人士对此持不同意见。

　　凯雷集团全球研究与投资策略主管Jason Thomas及其团队在周二发布的年度展望中指出，日本决策者一直在逐步上调利率，同时有效压制日元汇率；更具竞争力的汇率将提升国内企业的利润。

　　Thomas表示：“对于一个终于摆脱通缩低迷的经济体而言，利率正常化并没有什么值得担忧之处。我们绝不可误读市场信号。”

　　日元持续贬值，而日本国债收益率却攀升至一代人以来的最高水平，这令一些人感到担忧。

　　这种组合周二仍在延续：随着市场猜测首相高市早苗可能很快提前举行选举，日本股市攀升至历史新高，日元暴跌，国债收益率上升。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：王永生

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.