EPISODE · Jul 31, 2023 · 4 MIN
第五十一期：日本央行「偷襲珍珠港」
from 智本社 · host 清和
日本央行宣布調整收益率曲線控製（YCC）政策，放開10年期收益率波動空間。此舉反映日本被迫抗擊通脹，超級寬松政策轉向有限寬松。下半年料日債走低，債券價格彈性增加；日股見頂，流動性下降；之前湧入日本市場的海外熱錢將流出，導致日元上漲，匯率風險釋放。
What this episode covers
日本央行宣布調整收益率曲線控製（YCC）政策，放開10年期收益率波動空間。此舉反映日本被迫抗擊通脹，超級寬松政策轉向有限寬松。下半年料日債走低，債券價格彈性增加；日股見頂，流動性下降；之前湧入日本市場的海外熱錢將流出，導致日元上漲，匯率風險釋放。
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第五十一期：日本央行「偷襲珍珠港」
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This episode is 4 minutes long.
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This episode was published on July 31, 2023.
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日本央行宣布調整收益率曲線控製（YCC）政策，放開10年期收益率波動空間。此舉反映日本被迫抗擊通脹，超級寬松政策轉向有限寬松。下半年料日債走低，債券價格彈性增加；日股見頂，流動性下降；之前湧入日本市場的海外熱錢將流出，導致日元上漲，匯率風險釋放。
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