日本是美债收益“暴动”元凶?4月情况可能反转

华尔街见闻2021-03-24

大部分分析师从美国经济内部寻找近期美债抛售源头的时候,摩根士丹利不这么看。该行将美国本土抛售视作全球抛售浪潮中多米诺效应的一环,而认为源头那张牌在于日本。其分析师Matthew Hornbach在本周研报中称,佐证这一点的是,今年以来,美债期货价格跌势主要都集中在东京交易时段。按美东时间算,东京交易时段正值美东时间晚间7点至次日凌晨3点,刚好与纽约交易时段(上午8点至下午5点)、以及美国第三大海外...

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