每日新闻更新 — 日本的养老金和对日贸易/非农就业人数 - The Daily Update - Japan's Pensions & Trade / NFP

世界上最大的养老基金 — 日本政府养老金投资基金早些时候报道称,它在2018年第四季度损失了9%还多,超过1380亿美元。这次的价值下跌是自2008年4月以来的最大跌幅。2014年,该基金改变了战略,以牺牲国内债券为代价增加了更多的股票(投资),现在基金资产中的50%投资于国内外的股票。同期,标准普尔500指数下跌14%,为2011年9月以来最大跌幅,东证指数也下跌18%,为2008年以来最大单季跌幅。考虑到国内债券提供的回报率不具吸引力,有辩论称,对于一个养老基金来讲波动率下降9%是一个可以接受的水平 — 只要它不会很快再次发生。

英国距离原定的离开欧盟只有57天了,为了跟日本保持关系,之后要加入今天开始生效的欧盟和日本之间签署的《经济伙伴关系协定》(EPA)。欧洲和日本的企业和消费者将能够利用世界上这一最大的开放贸易区。一旦协议全面实施,日本将取消针对进口欧盟的97%的货物的关税。这个协议预计将使欧盟和日本之间的贸易每年增长近360亿欧元。

今天的元月份非农就业人数增加了30.4万个就业岗位,高于预期的16.5万个就业岗位,尽管上个月的数据从31.2万下调至22.2万。失业率从3.9%小幅度上升至4.0%,参与率也从63.1%小幅度上升至63.2%。平均每小时收入符合预期,与去年同期相比增长3.2%:对上次发布的数据进行了上调修正,但距离最近一个月的数字还差一点。

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