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
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
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
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
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
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
