付鹏：明年一定要注意美日债券结构的不同【付鹏说9】
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【9】明年一定要注意美日债券结构的不同
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交易桌前看天下，付鹏说来评财经。今天这期付鹏说重点想跟大家聊聊美国的住房市场和租房市场。
近期，日本央行的公开表态迅速在日本国债拍卖市场上产生了历史性的反应，进而也导致了大家对于日本央行明年加息的预期大幅抬升。
当日元汇率在150水平时，其实是没有更多的头寸去布局日元进一步的空头——所有人其实都在150的水平等待。还有一些所谓的看涨期权——从150水平做一个看涨期权，他的博弈的预期和博弈的关系是非常好的。
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