分析师:日本国债收益率上涨主要反映“正常化”

Odaily星球日报讯 荷兰财富管理公司 Van Lanschot Kempen 高级投资策略师约斯特·范·伦德斯在一份报告中表示,近期日本政府债券收益率的上升,主要是多年通缩及低利率甚至负利率之后的一种正常化。“新政府规模最大的财政计划可能会给收益率带来进一步上行压力,”伦德斯指出。日本首相高市早苗领导下的扩张性财政政策引发了市场对债务可持续性的担忧,导致日本国债收益率上升和日元走弱。此前,高市早苗在周末的众议院选举中获得压倒性胜利,并承诺实施负责任的财政政策。(金十)

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