然而,这并不是什么新鲜的论点。长期以来,对冲基金一直都喜欢做空日本。
David Einhorn, founder of Greenlight Capital, for example, has been short Japan one way or another since 2009, and shorting the yen has been a failed trade for many of the world’s most seasoned macro hedge funds four years running.
例如,绿光资本(Greenlight Capital)创始人戴维·艾因霍恩(David Einhorn)自2009年起就一直以这样那样的方式做空日本。而对世界上许多经验极为丰富的宏观对冲基金来说,它们做空日元的交易迄今已连续四年折戟沉沙。
As if to underscore the point, Japanese government bond yields reached historic lows this week. As SocGen analysts have written, expecting them to rise seems tantamount to “chasing rainbows.
仿佛是为了让人们更清楚的看到这一点,日本国债收益率上周达到历史低点。对此法国兴业银行(Société Générale)的分析师写道,指望日本国债收益率上升看起来就相当于是在“追逐彩虹。
Jun Ishii, chief fixed-income strategist at Mitsubishi UFJ Morgan Stanley, describes an “unshakeable JGB absorption structure, whereby the gap between loans and deposits at banks is filled by government bonds. Current data suggest the banks have plenty of room to buy more, he says. “We see no indication at all that the desire to buy JGBs on dips is weakening.
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2020-09-15
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