日本央行警惕超长债收益率波动对借贷成本的影响

Group 1 - The core viewpoint of the article highlights the Bank of Japan's increasing vigilance regarding the fluctuations in ultra-long bond yields and their potential impact on short-term borrowing costs and the economy [1] - The Bank of Japan's Governor, Kazuo Ueda, indicated that significant volatility in ultra-long bond yields could influence discussions on bond reduction plans in the upcoming policy meeting [1] - A survey summary released by the Bank of Japan shows that many market participants are advocating for maintaining or slightly slowing down the bond reduction pace starting from the fiscal year 2026 [1] Group 2 - The market is particularly focused on the Bank of Japan's response during the next policy meeting scheduled for June 16-17, where the current bond reduction plan will be reviewed [1] - The upcoming meeting will also address plans for the next fiscal year and beyond, indicating a critical juncture for monetary policy [1]