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NARAKA
2022-12-20
加息会导致日债下跌收益率提升，而央行为了维持YCC政策，又得印钱购买，难道日本央行一边加息一边放水？所以，他们不会加息的
准备好迎接2023年黑天鹅：一旦日本央行投降，市场将腥风血雨
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n准备好迎接2023年黑天鹅：一旦日本央行投降，市场将腥风血雨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 09:13 北京时间 <a href=https://wallstreetcn.com/articles/3677632><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“低利率世界的最后一个锚点”正在摇摇欲坠？随着日本央行将重新评估货币政策，投资者开始讨论这种转向带来的风险。周三，在媒体报道日本央行有可能对其货币政策进行重新评估后，新加坡资产管理机构PineBridge Investments基金经理Omar Slim表示，这将意味着“极低利率世界的最后一个锚点”解除，届时，日元是投资者们应该瞄准的“主要工具”：如果你说的是支点，这是所有支点中最重要的一个。市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3677632\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3677632","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187456434","content_text":"“低利率世界的最后一个锚点”正在摇摇欲坠？随着日本央行将重新评估货币政策，投资者开始讨论这种转向带来的风险。周三，在媒体报道日本央行有可能对其货币政策进行重新评估后，新加坡资产管理机构PineBridge Investments基金经理Omar Slim表示，这将意味着“极低利率世界的最后一个锚点”解除，届时，日元是投资者们应该瞄准的“主要工具”：如果你说的是支点，这是所有支点中最重要的一个。市场对此的反应，很明显是日元可能升值。早些时候华尔街见闻曾介绍，日本央行可能在明年3月中旬对其政策进行评估，并且有可能改变其一向的宽松立场。在全球主要央行中，日本仍然是为数不多的仍然保持鸽派的央行，这意味着一旦日本央行“投降”，从股市到债市的各个领域可能遭受猛烈打击。一些人猜测，日本央行加息可能会引发各地债券收益率上升，但Slim认为，这不会对美国国债产生巨大溢出效应：由于围绕美联储的消息是如此强烈，这将盖过其他避险债券市场的表现。这位基金经理认为，日本央行可能会通过不同的机制来调整政策：改变购买政府债券和交易所交易基金以刺激经济的金额，以及允许基准收益率上限浮动。他表示，政策制定者必须在\"不对养老金计划、银行资产负债表和保险资产负债表等造成大量损害的情况下\"进行这一过程。此外，他认为日本国债收益率多年来被人为压低，以将借贷成本保持在最低水平，因此持负面看法：如果在座的任何人对日本国债持建设性意见，都将是非常勇敢的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":623526945,"gmtCreate":1671538591787,"gmtModify":1671541900699,"author":{"id":"3536268729943229","authorId":"3536268729943229","name":"NARAKA","avatar":"https://static.tigerbbs.com/bc4c835b90c228e05f2ded1bf60e63ac","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536268729943229","authorIdStr":"3536268729943229"},"themes":[],"htmlText":"加息会导致日债下跌收益率提升，而央行为了维持YCC政策，又得印钱购买，难道日本央行一边加息一边放水？所以，他们不会加息的","listText":"加息会导致日债下跌收益率提升，而央行为了维持YCC政策，又得印钱购买，难道日本央行一边加息一边放水？所以，他们不会加息的","text":"加息会导致日债下跌收益率提升，而央行为了维持YCC政策，又得印钱购买，难道日本央行一边加息一边放水？所以，他们不会加息的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/623526945","repostId":"1187456434","repostType":4,"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
