周二,日本10年期政府债券收益率降至1.64%左右,接近一周低点,投资者正在等待日本央行的政策会议,普遍预计央行将保持利率不变。然而,随着关税相关风险的消退,政策制定者预计将讨论恢复加息的条件。市场还关注了即将举行的日本首相高一和美国总统唐纳德·特朗普的会晤,两位领导人将在会上讨论贸易关系、国防开支和日本在美国的潜在投资。与此同时,日本新任经济振兴大臣木内实表示,政府的首要任务是加快增长,强调了高一对扩张性财政政策的承诺。
Japan’s 10-year government bond yield fell to around 1.64% on Tuesday, nearing one-week lows as investors awaited the Bank of Japan’s policy meeting, where the central bank is widely expected to keep interest rates unchanged. However, policymakers are expected to discuss conditions for resuming rate hikes as tariff-related risks subside. Markets also focused on the upcoming meeting between Prime Minister Sanae Takaichi and US President Donald Trump, where the two leaders will discuss trade relations, defense spending, and potential Japanese investments in the US. Meanwhile, Japan’s new economic revitalization minister, Minoru Kiuchi, said the government’s priority is to accelerate growth, underscoring Takaichi’s commitment to expansionary fiscal policy.