周一，日本10年期政府债券收益率攀升至1.44%以上，连续第三个交易日上涨，因鹰派押注日本央行的货币政策。日本央行行长上田和夫最近表示，如果工资增长支持国内消费并允许企业提高价格，那么进一步加息是可能的，这是维持通胀在2%目标附近的关键因素。央行还重申了逐步缩减债券购买的计划，旨在使长期收益率更加市场化。与此同时，数据显示，由于美国提高关税继续抑制前景，日本5月份的工业生产增长低于预期。对日本汽车进口征收25%的关税仍然是与华盛顿正在进行的贸易谈判中的一个主要症结。展望未来，投资者正将注意力转向周二的短观调查，以更清楚地了解企业情绪和更广泛的经济环境。

Japan’s 10-year government bond yield climbed above 1.44% on Monday, rising for the third straight session amid hawkish bets on Bank of Japan monetary policy. BOJ Governor Kazuo Ueda recently indicated that further rate hikes are possible if wage growth supports domestic consumption and allows firms to raise prices, key factors in sustaining inflation around the 2% target. The central bank also reiterated plans to gradually scale back its bond purchases, aiming to make long-term yields more market-driven. Meanwhile, data showed Japan’s industrial production rose less than expected in May, as elevated US tariffs continued to dampen the outlook. The 25% tariff on Japanese car imports remains a major sticking point in ongoing trade negotiations with Washington. Looking ahead, investors are turning their attention to Tuesday’s Tankan survey for a clearer read on corporate sentiment and the broader economic environment.