【三菱日联：日元短期内或走强】5月28日讯，三菱日联银行分析师德里克・哈尔彭尼在一份报告中指出，随着超长期日本国债收益率上升，日本央行可能不会转向降息，日元短期内或走强。在当前节点，我们怀疑日本央行是否接近任何政策立场的转变，而国际因素将在近期继续推动日元升值。周二有报道称日本可能调整债券发行计划后，超长期日本国债收益率大幅下跌。然而，周三40年期日本国债拍卖结果令人失望，导致收益率再次上升。

Core Viewpoint - Mitsubishi UFJ Bank analysts suggest that the Japanese yen may strengthen in the short term due to rising ultra-long-term Japanese government bond yields and the likelihood that the Bank of Japan will not shift to a rate cut policy [1] Group 1: Economic Indicators - The report indicates skepticism regarding any imminent policy shift by the Bank of Japan, emphasizing that international factors will continue to drive yen appreciation in the near term [1] - Following reports of potential adjustments to Japan's bond issuance plan, ultra-long-term Japanese government bond yields experienced a significant decline [1] Group 2: Market Reactions - The disappointing results from the 40-year Japanese government bond auction led to a resurgence in yields, highlighting market volatility and investor sentiment [1]