The Japan TimesJan 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 TimesJan 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 TimesJan 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
Vanguard ditched bet on Japanese government bonds ahead of massive sell-off

The asset manager was previously one of the biggest bulls on Japanese government debt.

The Japan Times
The Japan TimesJan 8
2026 looks to be a year of competing forces for Japan, with strong underlying momentum and reform potential outweighed by the risks from inflation, geopolitics and policy missteps if leadership does not act decisively. https://www.japantimes.co.jp/commentary/2026/01/08/japan/top-10-surprises-for-2026/?utm_medium=Social&utm_source=mastodon #commentary #japan #japaneseeconomy #2026 #boj #jgbs #samuraiblue #worldcup #inflation #cybersecurity
The top 10 surprises for the Year of the Fire Horse

For 2026, the only certainty is that this year of the Fire Horse will be shaped both by existing trends that evolve and genuine surprises.

The Japan Times
The Japan TimesDec 1
Japan’s two-year note yield rose to its highest level since 2008, and the yen gained against the dollar on signs the Bank of Japan is moving closer to an interest-rate hike. https://www.japantimes.co.jp/business/2025/12/01/markets/two-year-yield-highest/?utm_medium=Social&utm_source=mastodon #business #markets #boj #japaneseeconomy #jgbs #kazuoueda
Japan’s two-year yield hits highest since 2008 on rate-hike bets

The swap market is now pricing in about a 76% chance of a rate hike when the central bank delivers its next policy decision on Dec. 19.

The Japan Times
The Japan TimesOct 23
Bank of Yokohama is prepared to pile back into the domestic debt market when the central bank’s peak interest rate is in sight. https://www.japantimes.co.jp/business/2025/10/23/companies/bank-of-yokohama-jgb-buy/?utm_medium=Social&utm_source=mastodon #business #companies #bankofyokohama #regionalbanks #boj #bonds #jgbs #japaneseeconomy
Top Japan local bank ready to boost JGB buying when BOJ pivots

Bank of Yokohama is prepared to pile back into the domestic debt market when the central bank’s peak interest rate is in sight.

The Japan Times
Augur InfinityJul 18, 2025
🇯🇵 Since peaking in September 2019, 30-year Japanese government bonds #JGBs have lost 46% of their values.
Augur InfinityMay 27, 2025
🇯🇵 Since peaking in September 2019, 30-year Japanese government bonds #JGBs have lost 45% of their values.
$USDJPY
The Japan TimesApr 21, 2025
Japanese super-long government bonds drew a record foreign inflow last month as heightened risk aversion amid U.S. tariff policy burnished the securities’ allure as a haven. https://www.japantimes.co.jp/business/2025/04/21/japan-super-long-bonds/?utm_medium=Social&utm_source=mastodon #business #bonds #jgbs #donaldtrump #tariffs
Japan’s superlong bonds draw record foreign inflow on haven bid

Global funds bought a net ¥2.18 trillion of the nation’s debt with original maturities of more than 10 years.

The Japan Times