经济学家：日本大选结果料提振股市，但将推高债市收益率

Core Viewpoint - The election victory of Japanese Prime Minister Fumio Kishida is seen as a positive signal for the Japanese stock market, with expectations of more expansionary fiscal policies, including potential consumption tax cuts and increased defense spending [1] Group 1: Economic Impact - The anticipated fiscal stimulus measures are expected to boost the economy and extend the growth cycle [1] - Corporate profit expectations for 2027 are likely to be revised upward due to these proposed measures [1] Group 2: Fiscal Policy and Debt - The proposed consumption tax cut may take effect in April 2027 [1] - Additional stimulus measures are projected to increase Japanese government bond yields, with the 10-year bond yield expected to rise above 2.4% in the coming quarters [1] - This rise in yields could support potential inflation and may slow or reverse the recent decline in public debt levels [1]