Mizuho SELL

JGB Strategy

Aug 17, 202623 pages页

From the report报告摘录BOJ Hawkish Shift & Accelerated Hike Timeline: 7/13 MPM opinions signal hawkish tilt, pushing baseline rate hike to 1.25% (Sep 2026) and 1.5% (Mar 2027), driven by yen weakness, Iran war inflation risks, and…

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