日本高一表示,要仔细考虑目前政府与日本央行的协议是否最合适。如前所述,高一坚信“安倍经济学”的回归,这意味着她将有一个更具扩张性的议程。简而言之,这意味着可能会与日本央行就加息和增加支出的问题僵持不下,这将对日本债券产生净负面影响。
Japan's Takaichi says to carefully consider if current govt-BOJ accord is most appropriate.As mentioned before, Takaichi is a firm believer of marking a return of "Abenomics" and that means she will have a more expansionary agenda in mind. In short, that means possibly locking heads with the BOJ on wanting to hike rates while also increasing spending - which will be a net negative for Japanese bonds.