根据Hooyeon Kim的报道,随着韩国债券市场在假期后重新开放,韩国三年期债券收益率上升至2022年11月以来的最高水平,全球范围内也出现了债券抛售现象,原因是油价上涨加剧了人们对通货膨胀的担忧。收益率跃升了11个基点,达到4.11%。
By Hooyeon Kim South Korea’s three-year yield rose to the highest level since November 2022 as the local bond market reopened after holidays, joining a global selloff as elevated oil prices stoked concern over inflation. The yield jumped 11 basis points to 4.11%. Local markets were shut on Thursday and Friday, during which the longest-dated US bond yields climbed to the highest level in more than two decades.
韩国市场在周四和周五关闭,而在此期间,美国最长期债券的收益率也攀升至二十年来的最高水平。
“The fact that Korean yields are surging as well shows that this isn’t just a US issue, and it shows the market is growing concerned the Bank of Korea will have to deliver more hikes,” said Kang Seungwon, a fixed-income analyst at NH Investment & Securities. A second straight Federal Reserve rate hike in October would most likely cement a Bank of Korea rate increase in November, Kang said.
NH投资与证券公司的固定收益分析师Kang Seungwon表示:'韩国收益率的飙升表明这不仅仅是美国的问题,也显示出市场越来越担心韩国央行将不得不进一步加息。'
“The fact that Korean yields are surging as well shows that this isn’t just a US issue, and it shows the market is growing concerned the Bank of Korea will have to deliver more hikes,” said Kang Seungwon, a fixed-income analyst at NH Investment & Securities. A second straight Federal Reserve rate hike in October would most likely cement a Bank of Korea rate increase in November, Kang said.
Kang认为,如果美联储在10月再次加息,韩国央行在11月加息的可能性将大大增加。
Treasuries were lower in Asia on Monday, with bonds in Japan and Australia also falling as oil prices rallied after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz.
周一亚洲地区的国债价格下跌,日本和澳大利亚的债券价格也随油价上涨而下跌,因为唐纳德·特朗普总统拒绝了伊朗重新开放霍尔木兹海峡的最新提议。
Treasuries were lower in Asia on Monday, with bonds in Japan and Australia also falling as oil prices rallied after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz.
由于中东持续的战争导致油价上涨,韩国债券今年大部分时间表现不佳,这引发了人们对这个严重依赖进口能源的国家通胀加速的担忧。
Korean bonds have struggled for most of the year as the ongoing war in the Middle East boosted oil prices, raising concerns about faster inflation in a country that relies heavily on imported energy. The BOK has already delivered back-to-back rate hikes as stronger-than-expected economic growth driven by an unprecedented semiconductor boom added to price pressures.
由于半导体行业的空前繁荣推动了强劲的经济增长,韩国央行已经连续加息。
Korean bonds have struggled for most of the year as the ongoing war in the Middle East boosted oil prices, raising concerns about faster inflation in a country that relies heavily on imported energy. The BOK has already delivered back-to-back rate hikes as stronger-than-expected economic growth driven by an unprecedented semiconductor boom added to price pressures.
韩国央行在周一召开市场评估会议,讨论9月24日至27日假期期间的全球金融形势。
The BOK held a market review meeting on Monday to assess global financial conditions during the September 24-27 holidays. Authorities will closely monitor markets as volatility could expand, the central bank said in a statement released following the meeting.
央行在会议后发布的声明中表示,将密切监控市场动态,因为市场波动性可能会加剧。'
The BOK held a market review meeting on Monday to assess global financial conditions during the September 24-27 holidays. Authorities will closely monitor markets as volatility could expand, the central bank said in a statement released following the meeting.