最新警告！高市早苗被与英国“最短命”首相特拉斯类比

Core Viewpoint - Deutsche Bank warns that Japanese Prime Minister Fumio Kishida's large-scale fiscal spending plan has led to a significant drop in both Japanese government bonds and the yen, raising concerns about the worsening fiscal situation in Japan and potential capital flight, reminiscent of the UK bond market crisis in 2022 under former Prime Minister Liz Truss [1][3]. Group 1 - The Japanese government is set to announce its largest fiscal stimulus plan since the COVID-19 pandemic, potentially reaching 21.3 trillion yen (approximately 96.1 billion yuan), which exceeds market expectations [3]. - The yield on Japan's 10-year government bonds has surged to its highest level in decades, while the 30-year bond yield has risen above 3.35%, up from about 3% earlier this month [3]. - The yen has fallen to its lowest level since January, nearing a threshold that could trigger intervention from the Bank of Japan [3]. Group 2 - Deutsche Bank's global foreign exchange research head, George Saravelos, cautions that if domestic confidence in the government's and the Bank of Japan's commitment to low inflation erodes, the rationale for purchasing Japanese government bonds may disappear, potentially leading to destructive capital flight [3]. - Saravelos draws parallels between the current market dynamics in Japan and the "Truss storm" in the UK in 2022, where a proposed tax cut plan led to investor panic and nearly destroyed the UK bond market, resulting in the pound hitting a 37-year low against the dollar [3].