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2026第一个月就要过完了

中加基金固收周报|市场情绪偏低，聚焦科技_蜘蛛资讯网

美国拒肥胖者入境

弱势的日元汇率带来了输入性通胀压力，日央行顺势开始试探加息收紧流动性。国际市场在日央行表态后对潜在的流动性收紧进行了一定定价但幅度有限，且随着美股小非农不及预期、美联储换届人选基本确定、特朗普账户支持美股等催化进一步被冲淡。市场的关注点集中于弱美元。后续需观察日元汇率和日债收益率等指标走强的持续性，再行判断真正影响。　　日本国债利率和日元资金成本走高　　股市策略展望　　上周综述　　市场上周震荡反弹

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