周三,日本10年期政府债券收益率升至1.29%左右,达到近14年来的最高水平,强劲的工资和服务业数据提振了人们对日本央行鹰派立场的预期。数据显示,在冬季奖金激增的推动下,日本12月实际工资连续第二个月上涨,名义工资增长达到近30年来的最高点。日本1月服务业采购经理人指数也从最初的52.7上调至53。日本央行在1月份加息,并表示如果经济和价格趋势符合其预测,它准备进一步加息。从外部来看,对政府债券的避险需求有所缓解,因为不断升级的全球贸易紧张局势没有预期的那么严重。
Japan’s 10-year government bond yield rose to around 1.29% on Wednesday, reaching its highest level in nearly 14 years as strong wage and services data bolstered expectations of a hawkish stance from the Bank of Japan. Data showed that real wages in Japan rose for the second consecutive month in December, with nominal wage growth hitting a near three-decade high, driven by a surge in winter bonuses. Japan’s services PMI for January was also revised upward to 53, from an initial reading of 52.7. The Bank of Japan raised interest rates in January and has signaled its readiness to hike rates further if economic and price trends align with its forecasts. Externally, safe-haven demand for government bonds eased as escalating global trade tensions turned out to be less severe than expected.