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日本銀行已將其通脹展望向上調整,導致日本短期債券市場出現明顯轉變。短期收益率因央行更鷹派的立場而上升。這種類型的政策調整通常標誌著全球流動性狀況的轉折點——如果你在追蹤主要央行動作如何影響不同資產類別的資金流動,值得密切關注。當通脹預期上升時,債券重新定價加快,市場波動性往往在相關市場中激增。