如何理解日本央行的货币政策调整？对Carry Trading有何影响？【付鹏说16】
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欢迎订阅《付鹏说·第四季》
【16】付鹏：如何理解日本央行的货币政策调整
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交易桌前看天下，付鹏说来评财经。
本期付鹏说聊聊如何理解日本央行退出YCC（收益率曲线控制）：实质上是一个试探性信号，更像是美联储2012年的扭转操作OT的含义，实质上对利率曲线造成的是长端收益率下，短端收益率上的结果，对实际的Carry Trading的成本影响非常的有限，SWAP成本变动甚至长久期是下的，这并不会实质性对于全球资产造成什么很多人认为的“日元危机”，什么“造成流动性风险”，什么“对风险资产的冲击”，这三样一个都不会有......
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