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BOJ’s Koeda Backs Steady Rate Hikes as Underlying Inflation Holds Around 2%

businessmacroeconomicsworldjapan 46 posts · 10 accounts

Bank of Japan board member Junko Koeda backed further increases in benchmark interest rates, saying it is appropriate for the central bank to raise rates at a steady pace because underlying inflation is already around 2%. She said services prices are steadily contributing to consumer-price gains because of strong wage growth, and warned that Japan's short-term real interest rates remain negative and low compared with other economies and would fall further if policy is not adjusted, reinforcing expectations of a move as early as next month.

Her remarks follow Governor Kazuo Ueda's statement earlier this week that he was aware long-term interest rates were rising rapidly and would work closely with the government on the Japanese government bond market. That came after a selloff pushed Japan's 40-year bond yield to 4.39%, the highest since that maturity was introduced in 2007, the 30-year yield to 4.15%, the highest since its 1999 debut, and the 10-year yield to 2.79%, a level last seen in the 1990s, amid concern over higher energy costs and fresh debt issuance for a supplementary budget.

From the sources (25 posts)

@business

Japanese government bonds sold off on Monday sending yields to record highs as rising oil prices fueled inflation fears. Here’s what strategists are saying.

@firstsquawk

Japan’s PM Takaichi reportedly told the finance minister to consider funding options, including an expanded supplementary budget.

@business

Japan’s five-year government bond auction Monday saw lower demand than the 12-month average as elevated oil prices fueled inflation concerns

@firstsquawk

Japan long-term bond yields hit record highs amid fiscal concerns-NA

@business

Japan’s 10-year government bond yield has risen well above the country’s dividend yields, raising prospects of rotation out from stocks into bonds once volatility in the bond market subsides

@firstsquawk

Japan’s 30-year government bond yield rises 9.0 basis points to 4.090%.

@firstsquawk

Japan’s 20-year government bond yield rises 8.0 basis points to 3.720%.

@firstsquawk

Japan’s 30-year government bond yield rises 10 basis points to 4.1%.

@zerohedge

JAPAN'S 40-YEAR BOND YIELD RISES 13BPS TO 4.345%

@reuters

Exclusive: Japan's extra budget to include funding from fresh debt, source says

@financialjuice

Japan Finance Minister Katayama: I was instructed by PM Takaichi to minimise various risks when asked about JGB yield rises

@firstsquawk

Japan finance minister Katayama states she has been asked by PM Takaichi to focus on minimising risks, as JGB yields come under pressure.

@globalmktobserv

🚨Japanese government bond yields are THROUGH THE ROOF: The 40-year Japanese government bond yield has risen to 4.33%, the highest level since this maturity was introduced in 2007. At the same time, the 30-year JGB yield has breached 4.40%

@philippilk

What’s interesting about the Japanese bond market crashout is that it’s happening at the same time as the government has drastically reduced its fiscal deficit. Econ 101: wrong again! 🇯🇵

@financialjuice

Japan Chief Cabinet Secretary Kihara: Watching market moves, including long-term rates, with a very high sense of urgency

@firstsquawk

JAPAN CHIEF CABINET SECRETARY KIHARA: WATCHING MARKET MOVES, INCLUDING LONG-TERM RATES, WITH A VERY HIGH SENSE OF URGENCY

@cryptorover

MASSIVE CRASH 🩸 ¥20,000,000,000,000 has been wiped out from Japanese stock market today.

@cryptorover

Japan’s 30-year yield makes a new all-time highs. You know what this means...

@thestalwart

Japanese bond yields just keep rising

@cryptorover

🚨 CRASH ¥50,000,000,000,000 has now been wiped out from the Japanese stock market in just the last 3 trading sessions after today’s Nikkei crash.

@reuters

Exclusive: Japan's extra budget to include funding from fresh debt, source says

@globalmktobserv

⚠️Japan is dumping US bonds at an alarming pace: Japanese investors posted net sales of $29.6 billion in US Treasuries, agency, and local authority bonds in Q1 2026, the largest quarterly outflow since Q2 2022. This comes as JGB yields ha

@globalmktobserv

🔴Japan's bond market, the world's 3rd largest, is BREAKING: The 30-year Japanese government bond yield has breached 4% for the first time since its debut in 1999. The 20-year JGB yield is up to its highest since 1996. TAP IMAGE TO SEE FU

@globalmktobserv

🔴 Japanese government bond yields are BREAKING RECORDS across the curve: The 40-year Japanese government bond yield has risen to 4.39%, the highest since this maturity was introduced in 2007. The 30-year yield has surged to 4.15%, the hig

@firstsquawk

BANK OF JAPAN GOVERNOR UEDA STATES G7 CENTRAL BANKS HAVE ACKNOWLEDGED THAT INCREASING ENERGY COSTS ARE IMPACTING INFLATION PREDICTIONS, ECONOMIC GROWTH, AND FINANCIAL MARKETS.

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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