Mastodawn

The Bank of Japan might be behind the curve on interest rate increases, as yen and bond prices fall and doubts grow about fiscal discipline. https://www.japantimes.co.jp/business/2026/05/21/economy/boj-bond-market-forex/?utm_medium=Social&utm_source=mastodon #business #economy #yen #dollar #inflation #boj #forex #bonds #jgb

Bank of Japan might be behind the curve on interest rate increases

The wait-and-see approach is becoming an issue with yen weak, bond prices falling and doubts increasing about fiscal discipline.

The Japan Times

The Japan Times 1d ago

Pacific Investment Management is seeing an opportunity in Japan's 30-year sovereign bonds at a time when concerns over inflation and government spending have pushed those yields to record highs. https://www.japantimes.co.jp/business/2026/05/20/companies/pimco-japan-bonds/?utm_medium=Social&utm_source=mastodon #business #companies #pacificinvestmentmanagement #investments #japaneseeconomy #jgb #boj #bonds

Pimco favors Japan’s 30-year bonds, says yield curve ‘too steep’

Japan's yield curve is the steepest in developed markets, reflecting investor concerns that the Bank of Japan has been too slow to raise interest rates.

The Japan Times

The Japan Times 6d ago

Finance Minister Satsuki Katayama reiterated that the government doesn't need to compile an extra budget for now, adding that a recent rise in yields on Japanese government bonds is part of a broader global trend. https://www.japantimes.co.jp/business/2026/05/15/economy/katayama-denial-extra-budget-need/?utm_medium=Social&utm_source=mastodon #business #economy #satsukikatayama #japaneseeconomy #jgb #bonds #budgets

Satsuki Katayama denies need for extra budget as yields rise

The finance minister said that a recent rise in yields on Japanese government bonds is part of a broader global trend.

The Japan Times

Show thread

Joseph Lim

May 15

"BoJ's been te largest buyer of #Japanese #government #bonds since 2006.. BoJ purchased 97% of #JGB issuance bec few investors were willing to accept such low yields. W/o BoJ’s aggressive monetary support, te 🇯🇵ese govt wld arguably hv faced insolvency.. cost of BoJ’s #moneyprinting policies has been sharp depreciation of ¥, which has lost nearly ½ its value over te past 2 decades. Why do I've te feeling tt te #Thai baht may face similar depreciat'n pressures if BoT prints THB400bil to support.."

The Japan Times May 13

Japan's 20-year government bond yield breached its January peak to reach the highest level since 1997, as higher energy prices add to inflation pressure. https://www.japantimes.co.jp/business/2026/05/13/markets/bond-yield-rise-1997-high/?utm_medium=Social&utm_source=mastodon #business #markets #bonds #jgb #japaneseeconomy

Japan’s 20-year bond yield rises to 1997 high on inflation woes

Upward pressure on Japanese government bond yields is building as oil prices remain elevated after the U.S. and Iran rejected each other's proposals to end the conflict.

The Japan Times

Yonhap Infomax News Apr 13

Japanese government bond yields surge to highest level in nearly three decades as 10-year JGB yields climb 5 basis points to 2.44%, marking the strongest level since 1997 amid shifting monetary policy expectations
#YonhapInfomax #Japan10YearYield #JGB #BasisPoints #1997High #BondMarket #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=115131

Japan's 10-Year Yield Rises 5bp to 2.44% - Highest Since 1997

Yonhap Infomax

The Japan Times Apr 7

The Japanese bond rout continues, taking 10-year yields to a 27-year high on inflation worries, fiscal concerns and war in the Middle East. https://www.japantimes.co.jp/business/2026/04/07/economy/bonds-27-years/?utm_medium=Social&utm_source=mastodon #business #economy #bonds #jgb #boj #inflation #oil

Japanese bond rout continues, taking 10-year yields to a 27-year high

Fiscal worries and inflationary pressures are being made worse by the war in the Middle East and oil shortage concerns.

The Japan Times

Yonhap Infomax News Mar 28

Yen weakness past 160 per dollar intensifies selling pressure on ultra-long Japanese government bonds, with markets watching for potential coordinated FX intervention between Japan and the US as 30-year JGB yields surge 18.18bp amid fiscal concerns and energy inflation risks.
#YonhapInfomax #JapaneseYen #JGB #FXIntervention #MUFG #30YearYield #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=112568

'Yen Weakness, JGB Selling Pressure... Potential for US Coordinated FX Intervention'

Yonhap Infomax

The Japan Times Mar 17

Japan’s 20-year government bond auction on Tuesday drew solid demand as higher yields attracted buyers, easing concerns that rising oil prices and inflation risks would damp appetite. https://www.japantimes.co.jp/business/2026/03/17/markets/20-year-bond-sale-strong-demand/?utm_medium=Social&utm_source=mastodon #business #markets #jgb #bonds

Relief as Japan’s 20-year bond sale draws strong demand despite Gulf crisis

Higher yields attracted buyers, easing concerns that rising oil prices and inflation risks would damp appetite.

The Japan Times

The Japan Times Mar 4

Japan Post Insurance plans to sell holdings of lower-yielding government bonds and replace them with higher-yielding debt on expectations for further interest-rate hikes, according to its CEO. https://www.japantimes.co.jp/business/2026/03/04/companies/japan-post-insurance-government-bonds/?utm_medium=Social&utm_source=mastodon #business #companies #japanpostinsurance #jgb #bonds #boj #insurance

Japan Post Insurance to shift to high-yield bonds, CEO says

The life insurer expects the Bank of Japan to raise interest rates again as soon as April.

The Japan Times