凯雷集团：无须对日债收益率上升、日元走弱局面感到担忧

Core Viewpoint - The rise in Japanese government bond yields and the depreciation of the yen are seen as positive signs for Japan's economy, indicating a potential exit from decades of deflation, despite some criticism [1] Group 1: Economic Indicators - Japanese policymakers have been gradually raising interest rates while effectively suppressing the yen's exchange rate [1] - A more competitive exchange rate is expected to enhance domestic corporate profits [1] Group 2: Expert Commentary - Jason Thomas, the global head of research and investment strategy at Carlyle Group, emphasizes that interest rate normalization should not be a cause for concern for an economy finally emerging from deflation [1] - There is a warning against misinterpreting market signals in the current economic context [1] Group 3: Market Reactions - The continuous depreciation of the yen and the rise in Japanese government bond yields to the highest levels in a generation have raised concerns among some market participants [1]