Mastodawn

The Japanese regional bank with the best recent record for trading bonds has started buying Japanese government debt for the first time in a decade. https://www.japantimes.co.jp/business/2026/06/15/companies/japan-regional-bank-jgb-buying/?utm_medium=Social&utm_source=mastodon #business #companies #iyoginholdings #regionalbanks #bands #bonds #jgbs

Japan’s top bond-trading regional bank buys JGBs after decade break

Iyogin Holdings started testing the $7 trillion market in April with small purchases of superlong bonds, according to its CEO.

The Japan Times

The Japan Times Jan 27

Japan’s midsize life insurers are joining larger peers in avoiding the nation’s superlong government debt, amid expectations yields will rise further as the government boosts spending to stimulate the economy. https://www.japantimes.co.jp/business/2026/01/27/companies/japan-insurers-avoid-long-bonds/?utm_medium=Social&utm_source=mastodon #business #companies #bonds #jgbs #lifeinsurance #investments

Japan’s midsize insurers hold back from bond buys anticipating rebound

The bonds are usually major investment targets to match insurers' long-term liabilities, but expectations yields will rise further amid government spending have slowed buying.

The Japan Times

The Japan Times Jan 24

From the start of the year, Japanese stocks surged on bets that Prime Minister Sanae Takaichi would cement power through a snap election and then ramp up spending. Then on Tuesday, the so-called Takaichi trade unraveled. https://www.japantimes.co.jp/business/2026/01/24/markets/japan-bond-market-stock-bulls/?utm_medium=Social&utm_source=mastodon #business #markets #jgbs #stocks #japaneseeconomy #sanaetakaichi

Sudden chaos in Japan’s bond market puts stock bulls on notice

A bond slump that sent yields soaring to records on her election pitch to cut taxes on food has rippled through markets in Tokyo.

The Japan Times

Don Curren 🇨🇦🇺🇦Jan 21

“Much like Godzilla’s fearsome foe #Ghidrah, this monster has at least three heads. But it’s not clear that all can be attributed to the shock-horror in #Japan.” #bonds #bondmarkets #JGBs www.bloomberg.com/opinion/news... 🎁🔗

Return of the Three-Headed Bon...

The Japan Times Jan 21

Vanguard Asset Management, previously one of the biggest bulls on Japanese government debt, hit pause on a steady buying spree of the nation’s long-dated bonds at the start of the year. https://www.japantimes.co.jp/business/2026/01/21/markets/vanguard-asset-management-japanese-bonds/?utm_medium=Social&utm_source=mastodon #business #markets #bonds #jgbs #2026lowerhouseelection #sanaetakaichi #japaneseeconomy