日本市场正在经历一场重要的转折,市场定价逻辑出现根本性转变。日本自由民主党在众议院选举中取得压倒性胜利后,日元收益率曲线趋于平坦化,通胀预期稳定,日元汇率走强——呈现出发达市场面对更高实际利率预期时的典型反应。 2月14日,据追风交易台消息,高盛在最新研报中指出,市场开始定价日本退出超低实际利率体制的可能性,而不再仅仅将其视为通胀冲击。这一变化的核心驱动因素在于投资者将资产回流预期和退出超低实际...
Source Link日本市场正在经历一场重要的转折,市场定价逻辑出现根本性转变。日本自由民主党在众议院选举中取得压倒性胜利后,日元收益率曲线趋于平坦化,通胀预期稳定,日元汇率走强——呈现出发达市场面对更高实际利率预期时的典型反应。 2月14日,据追风交易台消息,高盛在最新研报中指出,市场开始定价日本退出超低实际利率体制的可能性,而不再仅仅将其视为通胀冲击。这一变化的核心驱动因素在于投资者将资产回流预期和退出超低实际...
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