【花旗仍看好日本国债超长端】7月4日讯,花旗研究公司策略师在一份报告中表示,对日本政府债券的超长期限仍持积极看法。不过,他表示,鉴于通胀上升,超长期债券的收益率不能被视为过高。超长期债券的疲软反映出人们对7月20日日本议会选举前国内政治的担忧,以及与美国的关税谈判陷入僵局。短期内,市场关注的焦点将是30年期日本国债3%的收益率水平。
news flash·2025-07-04 07:59
Core Viewpoint - Citi remains optimistic about Japan's ultra-long government bonds despite rising inflation concerns [1] Group 1: Market Sentiment - The weakness in ultra-long bonds reflects concerns over domestic politics ahead of the Japanese parliamentary elections on July 20 [1] - Ongoing stalemate in tariff negotiations with the United States is also contributing to market apprehension [1] Group 2: Yield Focus - The market is currently focused on the 3% yield level of the 30-year Japanese government bond [1]