+关注
NARAKA
暂无个人介绍
IP属地:北京
12
关注
0
粉丝
0
主题
0
勋章
主贴
热门
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
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3536268729943229","uuid":"3536268729943229","gmtCreate":1582924130733,"gmtModify":1668072322640,"name":"NARAKA","pinyin":"naraka","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/bc4c835b90c228e05f2ded1bf60e63ac","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":12,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"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":1815,"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,"repost":{"id":"1187456434","kind":"news","pubTimestamp":1671153222,"share":"https://www.laohu8.com/m/news/1187456434?lang=&edition=full","pubTime":"2022-12-16 09:13","market":"us","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=1187456434","media":"华尔街见闻","summary":"“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PineBrid","content":"<html><head></head><body><blockquote>“低利率世界的最后一个锚点”正在摇摇欲坠?</blockquote><p>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。</p><p>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,<b>届时,日元是投资者们应该瞄准的“主要工具</b>”:</p><blockquote>如果你说的是支点,这是所有支点中最重要的一个。</blockquote><blockquote>市场对此的反应,很明显是日元可能升值。</blockquote><p>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。</p><p>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,<b>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。</b></p><p>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:</p><blockquote>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。</blockquote><p>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。</p><p>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。</p><p>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:</p><blockquote>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。</blockquote></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}