周四,日本10年期政府债券收益率降至1.45%左右,创四周新低,原因是美国总统唐纳德·特朗普再次发出关税威胁,刺激了对避险资产的需求。特朗普表示,他计划在未来一到两周内致函贸易伙伴,详细说明旨在迫使各国达成新贸易协定的单边关税。日本国债收益率也跟随美国国债收益率的下降,此前美国通胀数据低于预期,强化了人们对美联储今年进一步降息的预期。在日本,第二季度商业情绪继续减弱,反映出美国贸易政策及其对该国出口依赖型经济的影响的不确定性日益增加。与此同时,日本央行行长上田和夫周二向议会重申,央行准备再次加息,前提是有足够的信心表明潜在通胀正在持续向2%的目标迈进。
Japan’s 10-year government bond yield dropped to around 1.45% on Thursday, hitting a four-week low as renewed tariff threats from US President Donald Trump spurred demand for safe-haven assets. Trump said he plans to send letters to trading partners within the next one to two weeks, detailing unilateral tariffs aimed at pressuring countries into new trade agreements. Japanese yields also tracked a decline in US Treasury yields, following softer-than-expected US inflation data that reinforced expectations for further Federal Reserve rate cuts this year. In Japan, business sentiment continued to weaken in the second quarter, reflecting rising uncertainty over US trade policy and its impact on the country’s export-dependent economy. Meanwhile, Bank of Japan Governor Kazuo Ueda reiterated to parliament on Tuesday that the central bank is prepared to raise interest rates again—provided there is sufficient confidence that underlying inflation is moving sustainably toward the 2% target.