星展：投资者或将密切关注美日短端利率差

格隆汇11:48

星展集团研究部高级利率策略师Eugene Leow在评论中指出，在媒体称日本央行对加快加息持开放态度之后，投资者可能会密切关注美日短端利率差。他指出，自2026年初以来，一年期美元利率与一年期日元利率之间的利差持续扩大。这是因为投资者已将市场预期从美联储降息转向加息，而日本利率的变动速度则要温和得多。Leow补充道：“假设美联储的鹰派立场将持续一段时间，投资者可能需要看到日本央行愿意将加息速度加快至每季度25个基点，才能缩小与美国不断扩大的利率差。”

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