The Bank of Japan raised its policy rate to 1.25% and signaled further tightening. Japanese investors hold about $2.5 trillion in U.S. equities, bonds and other financial assets—roughly half of a $5 trillion overseas portfolio. Higher domestic rates could draw capital back to Japan, potentially slowing or reversing cash flows that have supported U.S. and global markets. Some analysts say a modest rise may not prompt large repatriation because investors can still buy U.S. tech or higher-yielding

2026-09-18

The Bank of Japan raised its policy rate to 1.25% and signaled further tightening. Japanese investors hold about $2.5 trillion in U.S. equities, bonds and other financial assets—roughly half of a $5 trillion overseas portfolio. Higher domestic rates could draw capital back to Japan, potentially slowing or reversing cash flows that have supported U.S. and global markets. Some analysts say a modest rise may not prompt large repatriation because investors can still buy U.S. tech or higher-yielding foreign bonds; yields abroad remain above Japan. Norihiro Yamaguchi, chief Japan economist at Oxford Economics in Tokyo, said he does not expect large-scale repatriation of U.S. Treasuries unless the Bank of Japan clarifies its intended terminal rate and hiking path.

其他消息
2026-09-17

Beijing, Sept 17, 2026 — China foreign minister Wang Yi met Indonesian National Economic Committee chair Luhut. Wang said bilateral cooperation has a solid base and new prospects and called for aligning development strategies to upgrade cooperation. China offered to extend ties from traditional areas—energy/minerals, infrastructure, industrial parks—into emerging sectors including artificial intelligence, biopharmaceuticals and information technology, and to strengthen education exchanges and ta

2026-09-18

9月17日,A股低于3%换手率股票反弹至71.76%,刷新两年低点;高于5%换手率股票占比回落至14.73%,刷新两年低点,逐步远离阈值水平。 -------- 注:1、当换手率低于3%的股票占比上升接近中长期的高位,尤其是接近历史高位附近(图中虚线,图为反转走势)时,意味着市场很有可能遇到一个阶段低点,容易产生反转或反弹。 2、当高换手率高于5%的股票占市场总数比例保持在阈值(图中虚线)上方,市场才会出现强的赚钱效应,使得行情具有持续性。牛市的时候,该指标会持续保持在阈值上方,市场迎来普涨行情;而熊市的时候,该指标大多时候在阈值下方,偶尔超过阈值反而要小心冲高回落的风险。