花旗:加息与油价或推动日债收益率进一步上升

格隆汇
3 hours ago
花旗研究策略师Tomohisa Fujiki表示,如果日本通胀稳定在2%附近,日本10年期国债收益率达到3%似乎是合理的。他说:“鉴于未来加息和原油价格动态,收益率可能进一步上升。”他补充说:“然而,如果政策利率不升破2%,3%的收益率对实物资金投资者而言应具有吸引力。”Fujiki说,虽然市场预计暂时将定价大约每季度加息一次,但日本终端利率可能上限在2%或以下。10年期日本国债收益率最新下跌1.5个基点,至2.975%。

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