机构:中性利率或成日本国债市场关键风险

格隆汇
4 hours ago
索尼金融集团经济学家Takayuki Miyajima表示,中性利率(即既不刺激经济也不抑制经济的利率水平)是日本政府债券市场面临的关键风险之一。如果即使在加息生效后,金融环境仍保持宽松,市场对中性利率的看法可能升至高于债券市场专家预测的1.50%至1.75%水平。这种变化可能会推动市场对终端利率的预期升至当前2.25%的水平之上,并使日本10年期国债收益率稳固维持在3%以上。

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