日本国债收益率攀升 投资者权衡支出扩张与内阁改组

格隆汇
6 hours ago
日本国债收益率周二上升,5年期日本国债收益率升至2.315%的历史新高,投资者权衡政府支出扩张,同时市场关注首相高市早苗的内阁改组。三井住友信托资产管理公司高级策略师Katsutoshi Inadome表示:“随着计划中的食品税削减谈判取得进展,对减税资金来源的担忧加剧。”日本政府定于周二敲定一项削减消费税并向家庭发放补贴的纲要,但未提及如何为这些措施筹资,此举可能使市场对该国本已紧张的财政状况的担忧持续。策略师称,在等待美国和日本央行本周会议结果的同时,市场也在关注高市早苗政府的内阁改组。除财务大臣片山皋月外,关键职位还包括负责监管政府养老金投资基金(GPIF)的厚生劳动省大臣。GPIF是否会增加日本国债配置,被视为日本国债收益率和日元走势的关键。

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