日债反弹或是“昙花一现”?日本央行持仓跌破50%红线,抛售压力远未结束

华尔街见闻
Jan 22

日债周四延续反弹,但分析人士警告这可能只是暂时喘息。日本超长期国债周四连续第二日反弹,30年期国债收益率一度下行10个基点至3.62%,40年期收益率下行7.5个基点至3.980%。此前本周二市场经历剧烈抛售,部分期限收益率单日飙升超过25个基点。然而,据彭博社周四报道,日本央行持有国债占比已跌破50%关键水平至八年低点,随着央行继续削减购债规模,市场正失去最重要的支撑力量,结构性抛售压力远未消退...

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