資產管理公司Carmignac：收益率在4.50%左右的美國10年期國債既非強力買入也非強力賣出水平。

Sources told Refinitiv the Government Pension Investment Fund (GPIF) has no plan to change its target asset allocation but may, within existing permitted ranges, shift more funds into Japanese assets as the government studies options. Japan's finance minister Katayama last Friday said the government will seek to encourage pension funds, including GPIF, to substantially increase investment in Japanese financial assets; the remarks lifted the yen and JGBs. GPIF managed ¥293.6 tln (about $1.81 tln) as of March. Officials said any increase would be implemented within the current benchmark limits and would not immediately alter GPIF's medium-term targets; GPIF is legally required to invest solely in beneficiaries' interests and cannot deploy assets to advance government policy. Under its current strategic plan, GPIF allocates 25% each to domestic bonds, overseas bonds, domestic equities and overseas equities.

Fed Governor Waller said all working groups will have a valuable impact.