大摩认为，投资者对高市早苗“极端财政扩张”的担忧被夸大。她在竞选中放弃削减消费税与反对加息等强硬言论，转向“温和保守”路线，并提出“负责任的扩张性财政政策”——通过战略投资刺激就业与税收增长，同时控制债务比率。其货币立场与日本央行行长植田和男一致。短期内日本加息预期或将降温，财政可持续性风险有限。高市早苗在自民党总裁选举中胜出，有望成为日本首位女性首相。摩根士丹利分析认为，投资者对新政府可能推行...
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大摩谈“高市早苗交易”：政策立场已转向温和保守，财政不会搞MMT，加息预期或降温
华尔街见闻10-06
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