独立宏观策略师、前日本金融厅顾问Harry Ishikawa说，"情况不妙，你无法粉饰它，财务省会试图给它 设上限，他们会调整发行或其他任何手段来做到这一点。" 在美国总统特朗普试图罢免美联储理事库克后，日本国债收益率周二测试了历史高点，因为特朗普此举 引发了市场对一个可能变得更鸽派的美联储的担忧。 周二，30年期日本国债收益率重回3.215%的历史最高点，在特朗普宣布消息后，类似期限的美债收益 率跳升了5个基点，从而拉高了日债收益率。 最长期限的日本国债收益率创下前所未有的高点，使东京旨在控制这个发达世界最重债务负担（约占 GDP的250%）的目标变得复杂化。日本财务大臣加藤胜信周二表示，财务省将密切监控日本国债市场 的动向，并推行适当的债务管理。 共同社报道称，财务省计划在下一财年的预算中为偿债成本申请超过32万亿日元（约2172亿美元）的资 金，这是一个创纪录的数额。 作为世界上最大的债权国，且主权收益率在全球范围内属于最低之列，日本市场对其他市场的利率变动 高度敏感。 "如果没有买家，收益率将不可避免地继续小幅走高，而现在没有投资者愿意购买30年期的 日本国债，如果市场预期美联储将放任通胀，那么美国长 ...

Group 1 - Fidelity International predicts gold prices may reach $4,000 per ounce by the end of next year due to the Federal Reserve's interest rate cuts, a weaker dollar, and central banks increasing gold reserves [1][2] - Ian Samson, a multi-asset fund manager, notes that the company remains bullish on gold, with some funds increasing their gold allocation from 5% to nearly 10% over the past year [1][2] - Gold prices have risen over 25% this year, driven by uncertainties from U.S. trade policies and conflicts in the Middle East and Ukraine, alongside continued central bank purchases [1][2] Group 2 - Goldman Sachs shares a similar optimistic outlook on gold prices, forecasting a potential rise to $4,000 per ounce, while Citigroup expresses a more cautious stance predicting a decline [2] - The upcoming Federal Reserve meeting is expected to maintain current interest rates, but there may be dissent among officials advocating for support of the slowing labor market [2] - Samson highlights that gold typically benefits from a weaker dollar and lower interest rates, with ongoing central bank purchases and expanding fiscal deficits enhancing gold's appeal as a hard asset [3]