Jefferies的Mohit Kumar在一份报告中称，日本首相高市早苗的压倒性胜利对于日本推出更多财政刺激措 施应是利好。这位全球经济学家表示："我们可能会看到政策重点将是财政扩张和增长政策。"Kumar 说，这应该对股市有利，特别是对那些将受益于侧重自力更生的板块，如国防、科技和半导体。他表 示，与此同时，由于将实施财政扩张政策，该选举结果可能会对日本政府债券收益率曲线的长端构成利 空。 责任编辑：何云 Jefferies的Mohit Kumar在一份报告中称，日本首相高市早苗的压倒性胜利对于日本推出更多财政刺激措 施应是利好。这位全球经济学家表示："我们可能会看到政策重点将是财政扩张和增长政策。"Kumar 说，这应该对股市有利，特别是对那些将受益于侧重自力更生的板块，如国防、科技和半导体。他表 示，与此同时，由于将实施财政扩张政策，该选举结果可能会对日本政府债券收益率曲线的长端构成利 空。 责任编辑：何云 ...

Core Insights - The G7 ministers have acknowledged the need for further work on supply chains, financial crime, and growth policies, indicating ongoing discussions and potential developments in these areas [1] - The Canadian Minister of National Revenue, Pang Fei, expressed optimism about the progress being made towards reducing instability and uncertainty in the global economic landscape [1] Group 1 - The G7 ministers are focused on enhancing supply chain resilience, addressing financial crime, and formulating effective growth policies [1] - There is a collective recognition among G7 members that more efforts are required to tackle these critical issues [1] - The statement reflects a commitment to improving global economic stability and reducing uncertainties [1]