三菱日聯摩根士丹利:日央行可能在第二季結束孳息率曲線控制
三菱日聯摩根士丹利證券首席固定收益策略師Naomi Muguruma稱,日本央行可能會在4月至6月期間結束日債孳息率曲線控制,因保持孳息率曲線控制以及試圖改善市場運作不一致的政策正在接近極限,最好的解決辦法是讓市場決定孳息率。
Muguruma 表示,日本央行會繼續大量買債以控制孳息率上升的步伐,而不是為孳息率制定一個確切的水平。同時由於日本經濟面臨下行風險,將短期利率保持在零以下的政策亦將保持不變。
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