周二，日本10年期政府债券收益率攀升至1.62%以上，为2008年以来的最高水平，因为投资者加大了对日本央行进一步加息的押注。日本央行行长上田和夫周六在美联储杰克逊霍尔会议上表示，在劳动力市场趋紧的情况下，日本的工资预计将进一步上涨，这表明人们越来越有信心再次加息。近几个月来，日本央行暂停了加息周期，反映出对美国关税对日本出口导向型经济影响的担忧。尽管如此，在7月份的会议上，央行保持利率不变，同时提高了通胀预测，并公布了更乐观的经济前景。交易员们也在关注本周晚些时候发布的一系列国内经济数据，包括工业生产、零售销售和消费者信心数据，以获取进一步的政策信号。
Japan’s 10-year government bond yield climbed above 1.62% on Tuesday, its highest level since 2008, as investors ramped up bets on further Bank of Japan interest rate hikes. Speaking at the Federal Reserve’s Jackson Hole conference on Saturday, BOJ Governor Kazuo Ueda said wages in Japan are expected to rise further amid a tightening labor market, signaling growing confidence that conditions for another rate increase are coming together. The BOJ has paused its rate hike cycle in recent months, reflecting concerns over the impact of US tariffs on Japan’s export-driven economy. Still, at its July meeting, the central bank left rates unchanged while raising its inflation forecasts and delivering a more upbeat economic outlook. Traders are also watching a series of domestic economic releases later this week, including industrial production, retail sales, and consumer confidence data, for further policy signals.
