惠誉:日央行快于预期的加息速度将支撑日元汇率

格隆汇
Sep 09
惠誉评级在一份报告中表示,日本国债收益率的上升,可能会促使国内机构投资者将更多资金留在国内,预计2026年和2027年日本央行政策利率的上升速度将快于市场预期,这将支撑日元汇率,并提升日本国内债券的相对吸引力。随着日本的通胀、货币政策和经济增长前景推高国内实质利率,较高的本地收益率将降低国内机构追逐收益率较低的海外资产的意愿。

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