周三,日本10年期政府债券收益率上涨2个基点,至1.65%,投资者对日本央行本周的政策决定持观望态度,预计利率将保持不变。尽管如此,随着关税相关风险的缓解,政策制定者将讨论恢复加息的条件,尽管持续的通货膨胀继续使前景复杂化。周二,美国财政部长Scott Bessent会见了日本财务大臣片山Satsuki,讨论了外汇波动问题,敦促采取“稳健的货币政策”,这被视为对日本逐步收紧货币政策的批评。与此同时,日本经济振兴大臣Kiuchi表示,政府的重点是加快经济增长,强调了日本首相高一对扩张性财政政策的承诺。在其他地方,美国总统唐纳德·特朗普周二会见了高一,承诺加强美日关系,并签署了贸易和关键矿产协议。
Japan’s 10-year government bond yield rose 2 basis points to 1.65% on Wednesday as investors positioned for the Bank of Japan’s policy decision this week, where rates are expected to remain unchanged. Still, policymakers are set to discuss conditions for resuming rate hikes as tariff-related risks ease, though persistent inflation continues to complicate the outlook. On Tuesday, US Treasury Secretary Scott Bessent met with Finance Minister Satsuki Katayama to discuss foreign exchange volatility, urging “sound monetary policy” in what was viewed as a critique of Japan’s gradual pace of tightening. Meanwhile, Economic Revitalization Minister Minoru Kiuchi said the government’s focus is on accelerating growth, underscoring Prime Minister Sanae Takaichi’s commitment to expansionary fiscal policy. Elsewhere, US President Donald Trump met with Takaichi on Tuesday, pledging stronger US-Japan ties and signing agreements on trade and critical minerals.