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日本经济再生大臣赤泽亮正:国债收益率的急剧上升对经济和财政状况产生了不利影响。
news flash· 2025-06-11 09:04
日本经济再生大臣赤泽亮正:国债收益率的急剧上升对经济和财政状况产生了不利影响。 ...
6月10日电,美国国债收益率走低,10年期国债收益率最新小幅下跌至4.4758%。
news flash· 2025-06-10 15:30
智通财经6月10日电,美国国债收益率走低,10年期国债收益率最新小幅下跌至4.4758%。 ...
日本30年期国债收益率下跌5个基点至2.86%。
news flash· 2025-06-10 00:38
Core Viewpoint - The yield on Japan's 30-year government bonds has decreased by 5 basis points to 2.86% [1] Group 1 - The decline in the yield indicates a potential shift in investor sentiment towards long-term government bonds [1] - A decrease in yield may suggest increased demand for safer assets amid economic uncertainties [1]
【环球财经】为平抑市场波动 日本考虑回购部分超长期国债
Xin Hua Cai Jing· 2025-06-09 14:00
Group 1 - Japan plans to repurchase ultra-long-term government bonds to curb the sharp rise in bond yields, which has raised concerns among policymakers [1] - The yield on Japan's ultra-long-term bonds has reached historical highs, influenced by the recent surge in U.S. Treasury yields and domestic supply issues [1] - The Japanese Ministry of Finance will make a final decision on the bond repurchase after meetings with market participants on June 20 and 23 [1] Group 2 - Analysts express optimism about the government's measures, suggesting that the challenges in the Japanese bond market are "technical" rather than "structural" [2] - Approximately 90% of Japanese government bonds are held domestically, indicating that supply-demand imbalances are more about timing than fundamental flaws [2] - The Bank of Japan may discuss slowing down its bond purchases in an upcoming policy meeting, with potential reductions in the quarterly purchase scale [2] Group 3 - The recent rise in long-term bond yields has supported the yen, as capital flows back to Japan may strengthen the currency [3] - Analysts predict that the USD/JPY exchange rate could decline from 144 to 136 by the end of September due to domestic investor behavior [3] - The Bank of Japan's hawkish stance may encourage domestic investors to favor local bonds over foreign ones [3]
每日机构分析:6月9日
Xin Hua Cai Jing· 2025-06-09 13:54
·美国国债收益率下跌投资者关注本周拍卖 ·泰国通胀数据不太可能影响央行利率决策 【机构分析】 ·日元多头押注过高或致其长期下跌 ·过度投机已抑制了日元的上涨势头,且市场对日元长期下跌趋势可能重启的预期正在增加。4月日元多 头押注达到157亿美元的历史高位,6月仍维持在131亿美元的高位,而此前日元多头押注的最高水平仅 为80亿美元。押注规模越大,对市场的抑制作用越强,而投机者迟早会平仓离场,无论盈利与否,日元 多头最终都将面临抛售压力。美元兑日元在接近关键支撑位时止跌,而这一支撑位可能是未来大幅上涨 的基础,这使得当前的极端投机状态更加值得关注。美元兑日元的上涨趋势还受到日本和美国货币政策 的支持。 ·英镑兑美元在欧元走强带动下保持温和上涨态势 ·ING外汇分析师Chris Turner指出,英镑兑美元在欧元走强带动下保持温和上涨态势。本周英镑的关键 事件包括周二的就业数据和周三英国政府的支出审查,但预计两者都不会对英镑产生重大影响。预计英 镑兑美元将在1.3500至1.3600区间内交易,但如果英国央行今年降息两次(每次25个基点),则可能会 面临一些下行风险。目前市场仅预期今年英国央行将降息36个基点。 ...