智通财经APP获悉，普徕仕(T. Rowe Price)多元收益债券策略联席基金经理钟晓阳认为，日本央行在3月的议息会议上未必会有政策行动，因为大多数央行可能需要时间重新评估目前形势。4月采取行动的可能性较高，因届时将有薪酬谈判数据可供参考。
就日本利率而言，近期中东事态发展增加了通胀风险。若油价出现极端大幅上升，长远而言可能令央行更倾向按兵不动。部分市场分析指出，若冲突在一段时间后缓和，消费物价指数可能上升约0.2%;若供应中断持续数月，消费物价指数升幅则可能扩大至约0.7%。
普徕仕提到，市场仍关注日元可能出现干预，但近期贬值走势亦与其他外汇货币相若，因此并不算特别异常。若日本央行在本月会议释出更鸽派的讯号，可能进一步对日元构成压力，并令收益率曲线变得更为陡峭。不过，鉴于有建议提出限制寿险公司被迫抛售长年期债券，因此长端收益率未必会像1月时般面临相同压力。
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