策略师:高市早苗的压倒性胜利可能给长债收益率带来上行压力
Xin Lang Cai Jing·2026-02-09 05:52

Group 1 - The core viewpoint is that the overwhelming victory of Japanese Prime Minister Fumio Kishida may lead to upward pressure on long-term Japanese government bond yields due to potentially more aggressive fiscal spending, which could increase fiscal and inflation risks [1] - The market is currently assessing the impact of the Liberal Democratic Party's victory on currency dynamics, indicating potential short-term volatility in the yen [1] - With the Federal Reserve remaining on hold and the Bank of Japan not expected to raise interest rates until the second quarter, the USD/JPY exchange rate may approach the 160.00 level again [1]

策略师:高市早苗的压倒性胜利可能给长债收益率带来上行压力 - Reportify