投资者押注日本央行加息 日债收益率触及17年高位

Group 1 - The core viewpoint is that investors are betting on the Bank of Japan to raise interest rates soon, leading to a significant increase in bond yields, with the 10-year Japanese government bond yield reaching its highest level in 17 years [1][3]. - On September 22, the 10-year Japanese government bond yield rose by 1.5 basis points to 1.654%, while the 2-year and 30-year yields also increased, indicating a broad sell-off in Japanese bonds [1][3]. - The 10-year yield briefly hit 1.669%, marking a 52-week high and the highest level since July 2008, reflecting investor reactions to the recent Bank of Japan policy meeting [3]. Group 2 - The Bank of Japan's recent meeting revealed that out of nine policy committee members, two proposed raising the key policy rate, although the majority voted to keep it unchanged [3]. - Japan's economy is reported to be moderately recovering, despite some signs of weakness, with consumer inflation in August rising by 2.7% compared to the previous year, although this is a slight decrease from the previous month [3]. - The average price of rice in Japanese supermarkets has reached nearly the historical high set in mid-May, with a 5-kilogram bag costing approximately 4,275 yen (about 29 USD), reflecting an increase of around 80 cents from the previous week [3].