植田和男警示超长日债波动溢出效应 日本央行6月会议或重审缩减节奏

Group 1 - The Bank of Japan is increasingly concerned about the significant fluctuations in ultra-long-term bond yields and their potential impact on short-term borrowing costs and the economy [1] - Bank of Japan Governor Ueda Kazuo emphasized that medium and short-term interest rates have a greater impact on the Japanese economy compared to ultra-long-term yields [1] - The recent surge in ultra-long-term government bond yields to historical highs reflects growing market concerns over the deteriorating fiscal conditions of developed economies [1] Group 2 - Market participants are focused on the Bank of Japan's upcoming policy meeting on June 16-17, where the current bond purchase reduction plan will be evaluated [1] - A majority of surveyed bond market participants advocate for maintaining or slightly slowing the pace of reduction starting from the fiscal year 2026 [2] - Some analysts suggest that the current market turmoil may influence the central bank's discussions regarding future reduction strategies [2]