周二，日本10年期政府债券收益率攀升至1.57%左右，接近16年来的新高。此前，日本央行1月份会议纪要显示，日本对进一步加息持开放态度，但这取决于工资增长和通胀趋势。一位董事会成员表示，政策利率可能在2025财年下半年达到1%。与此同时，日本央行行长上田和夫透露，央行一直在逐步减少其长期持有的日本国债，强调立即出售是不可行的。上周，日本央行将政策利率稳定在0.5%，政策制定者在评估全球经济风险，特别是美国关税上调的潜在影响时保持谨慎立场。

Japan’s 10-year government bond yield climbed to around 1.57% on Tuesday, approaching a fresh 16-year high after minutes from the Bank of Japan’s January meeting signaled openness to further interest rate hikes, contingent on wage growth and inflation trends. One board member suggested the policy rate could reach 1% in the second half of fiscal 2025. Meanwhile, BOJ Governor Kazuo Ueda revealed that the central bank has been gradually tapering its long-term JGB holdings, emphasizing that an immediate sale was not feasible. Last week, the BOJ held its policy rate steady at 0.5%, with policymakers maintaining a cautious stance as they assess global economic risks, particularly the potential fallout from higher US tariffs.