【日本央行慢半拍 交易员料10年期日债收益率上看3%】日本公债收益率周一随美债收益率小幅走低,但10年期JGB迈向3%的态势正在自我强化。尽管近期市场臆测不断,但债券交易员不相信日本央行将加快升息步伐。随着超长期债券收益率逼近4%,收益率的上行压力正扩散至10年期债券。 这给了日本央行行长植田和男一个机会,在本周五决策会议的会后记者会上抛出足以撼动市场的意外信息。然而,历史经验显示,考量植田一向不愿在央行决策日扰乱市场,投资人若持续押注日元走弱、收益率缓步走高这个熟悉组合,往往能获得较佳回报。
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