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达美航空(DAL.N):油价将在更长时间内保持“黏性”(即高位难降)。
2026-07-13
达美航空(DAL.N):油价将在更长时间内保持“黏性”(即高位难降)。
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2026-07-13
瑞银集团:将Alphabet(GOOG.O)目标价从410美元下调至400美元。
瑞银集团:将Alphabet(GOOG.O)目标价从410美元下调至400美元。
2026-07-13
Morgan Stanley MUFG Securities strategists said Katayama’s remarks last Friday could provide short-term support to the yen and sentiment in the Japanese government bond market, calling the comments a form of verbal intervention against yen weakness and volatility in ultra-long JGBs. They estimate a 1 percentage-point increase in Japan’s Government Pension Investment Fund (GPIF) domestic bond allocation would mechanically generate about ¥660 billion of 7–11 year JGB demand and roughly ¥800 billio
Morgan Stanley MUFG Securities strategists said Katayama’s remarks last Friday could provide short-term support to the yen and sentiment in the Japanese government bond market, calling the comments a form of verbal intervention against yen weakness and volatility in ultra-long JGBs. They estimate a 1 percentage-point increase in Japan’s Government Pension Investment Fund (GPIF) domestic bond allocation would mechanically generate about ¥660 billion of 7–11 year JGB demand and roughly ¥800 billion of 11+ year JGB demand, based on GPIF securities-level market-value weights as of end-March 2026. The strategists warned this mechanical flow risk should not be ignored.
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