日本两年期国债收益率逼近2% 日本央行加息押注升温

格隆汇
Sep 28
随着投资者加大对日本央行进一步加息的押注,日本两年期国债收益率正逼近2%这一关键关口。对货币政策预期较为敏感的日本两年期国债收益率周一一度上涨4个基点至1.975%,创1995年以来新高。其他期限日本国债同样承压,其中5年期国债收益率上涨3个基点至2.43%。 SMBC日兴证券策略师奥村中等人在一份报告中写道,随着日本国内外政界人士更加关注日元疲软,押注日本央行加快收紧政策的交易正逐渐升温。他们表示,主要经济体财政扩张以及大宗商品价格上涨,也可能进一步强化市场预期,即日本最终需要收紧货币政策,以遏制通胀。

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