
日本最大的银行正在谨慎地重新进入该国的基准国债市场,尽管它仍然担心由于财政和货币政策,收益率可能会进一步飙升。
“我们计划在未来逐步重建持仓,同时仔细评估利率水平,”三菱日联金融集团全球市场业务首席执行官山下敦说道。
Japan’s biggest bank is tentatively getting back into the country’s benchmark government bonds, even as it remains concerned that yields could further spike due to fiscal and monetary policies in the nation.“We plan to rebuild our position gradually going forward while carefully assessing interest-rate levels,” said Atsushi Yamashita, chief executive of MUFG Bank’s global markets business.
山下预计日本10年期国债收益率将达到约3.2%的峰值,略高于本月早些时候触及的30年高点3.115%。
Yamashita expects Japan’s 10-year government bond yields to peak at about 3.2%, just above the three-decade high of 3.115% reached earlier this month.
但山下仍然担心,如果日本央行难以控制通胀,或者首相高市早苗无法说服投资者她能够掌控政府财政,收益率可能会进一步攀升。
But Yamashita remains wary that yields could climb higher if the Bank of Japan struggles to contain inflation or Prime Minister Sanae Takaichi fails to convince investors that she can maintain a grip on government finances.
“我们目前还不认为进一步提升收益率的风险已经完全消除,”他在首次接受采访时表示,此次采访是在其就任三菱日联金融集团核心业务单元负责人之后进行的。
“We don’t yet think risks of a further yield rise have been completely eliminated,” he said in his first interview since taking the role at the core unit of Mitsubishi UFJ Financial Group.