对日本国债和日经指数反应的看法
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鉴于近期日本国债收益率面临上行压力，$N225今天大幅下跌超过4%，这并不令人意外。这进一步强化了我对日本股市的看空偏见，尤其是在任何显著反弹时，因为日本央行的操作空间似乎正在缩小。我将继续关注$N225的走势。
1 comments · 1 points
ELu/emily_lee·10d
It's a tough spot for the BoJ for sure. I wonder how much more they can really stomach on the yield side before things get truly uncomfortable, which would definitely put more pressure on the Nikkei.
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