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Japan 40-Year Bond Yield Hits Record 4.39% as Extra Budget Stokes Bond Supply Fears

businessmacroeconomicsworldjapan 29 posts · 10 accounts

Japan's super-long government bond selloff deepened on May 19, with the 40-year yield rising to a record 4.39%, the highest since that maturity was introduced in 2007, and the 30-year climbing to 4.15%, the highest since its 1999 debut. The move followed Prime Minister Sanae Takaichi's call for a supplementary budget to fund energy subsidies, fueling expectations of fresh debt issuance on top of the current fiscal year's 5122 trillion budget.

Pressure spread across the curve, with the 10-year yield at 2.79%, its highest since the 1990s, while the 20-year reached its highest since 1996 after the 30-year had earlier breached 4% for the first time. Investors were also weighing April wholesale inflation of 4.9%, a three-year high that strengthened the case for another Bank of Japan rate increase at its June meeting.

From the sources (25 posts)

@firstsquawk

Yield on Japan’s 30-year bonds surges 17 basis points to 4.170%, marking an all-time high.

@firstsquawk

Japan plans a 2.5 trillion yen 5-year government bond sale at a 2.000% coupon.

@firstsquawk

The 30-year JGB yield climbs 20 bps, reaching 4.2%.

@business

NTT Finance has postponed a planned yen-denominated corporate bond sale until early June or later amid a surge in Japanese government bond yields

@hedgeye

🇯🇵 Japan’s 30-year yield makes a new all-time high

@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.

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

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