#YonhapInfomax #TreasuryYields #MonetaryPolicyCommittee #RateHikes #InflationConcerns #RetailSales #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120447

Japan's 10-year government bond yield surged to 2.54%, the highest in 29 years since June 1997, driven by oil prices breaking $100 per barrel amid Middle East tensions and the Bank of Japan's hawkish stance signaling potential acceleration of rate hikes to combat inflation risks.

South Korean interest rate swap (IRS) rates showed mixed movements with short-term tenors rising slightly amid foreign-led selling pressure for a third consecutive session, while medium- to long-term tenors traded in a narrow range as markets awaited U.S. nonfarm payrolls data and reassessed rate hike expectations.

South Korea's bond market faces uncertainty as investors weigh Bank of Korea's policy response to surging oil prices and strong Q1 GDP growth, with diverging views on whether strategic patience will prove beneficial or costly amid rising inflation pressures and Middle East war risks.
President signals measured policy adjustment possible to protect credibility; 2026 inflation forecast raised to 2.6%

Middle East crisis drives oil prices to $119 per barrel and won-dollar rate past 1,500, fueling inflation fears and debate over preemptive rate hikes by central banks including the Fed and Bank of Korea, though economists warn rapid tightening risks growth amid supply shocks and weakening labor markets