According to TheKobeissiLetter analysis, Japanese 30-year government bond yields jumped 100 basis points in 45 days to a record 3.20%. This means that safe 40-year Japanese government bonds worth more than $500 billion have fallen by more than 20% in six weeks. Notably, Japanese 40-year government bond yields were around 1.3% two years ago and are currently at 3.5%.
The Kobeissi Letter said the surge began with a major policy shift by the Bank of Japan (BOJ). After years of buying bonds, the BOJ stopped buying them. This led to more supply of bonds coming into the market, which pushed up yields. Last week, Japan's prime minister warned that its fiscal position was worse than Greece's. Yields are accelerating as Japan's economy slows and uncertainty rises. This will do great damage to the Japanese economy.
Analysis: Japan's 30-year government bond yield rose 100 basis points in 45 days, Japan's economy may be in recession
2025-05-26 03:14:52
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
分析：日本30年期政府债券收益率45天内大幅上涨100个基点，日本经济或正陷入衰退Next article：
某机构10小时前通过Wintermute OTC买入3万枚ETH，已浮盈113万美元
