7月13日，相较于备受瞩目的美国科技股，美银首席投资策略师Michael Hartnett反而更关注日本市场的动向。他指出，过去三年间，日本10年期国债收益率已从约0.5%一路攀升至接近3%，同一时期日本银行股累计上涨约三倍，成为全球表现最亮眼的类股之一。
在他看来，日本银行股走势实际上反映的是全球流动性与收益率环境的缩影。一旦日本国债收益率持续快速攀升，并开始压抑银行股表现，很可能就是全球风险偏好开始逆转的前兆，将成为全球股市展开修正最早浮现的“金丝雀”讯号。
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