加息会导致日债下跌收_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":623526945,"tweetId":"623526945","gmtCreate":1671538591787,"gmtModify":1671541900699,"author":{"id":3536268729943229,"idStr":"3536268729943229","authorId":3536268729943229,"authorIdStr":"3536268729943229","name":"NARAKA","avatar":"https://static.tigerbbs.com/bc4c835b90c228e05f2ded1bf60e63ac","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>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</p></body></html>","htmlText":"<html><head></head><body><p>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</p></body></html>","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","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"favoriteSize":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&#34;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&#34;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\" 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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&nbsp;&nbsp;&nbsp;<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":1864,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":112,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7793354,"commentId":"7793354","gmtCreate":1671553742268,"gmtModify":1671553755877,"authorId":3579387905242510,"author":{"id":3579387905242510,"idStr":"3579387905242510","authorId":3579387905242510,"name":"铑金","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":623526945,"objectIdStr":"623526945","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"123456789","text":"123456789","html":"123456789","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7793333,"commentId":"7793333","gmtCreate":1671551983175,"gmtModify":1671551996563,"authorId":4092311309532840,"author":{"id":4092311309532840,"idStr":"4092311309532840","authorId":4092311309532840,"name":"陈先生说","avatar":"https://static.tigerbbs.com/f0e1976537511f9d4ec2842e2ac0e110","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":623526945,"objectIdStr":"623526945","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<span 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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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