Group 1 - The Japanese two-year government bond yield has risen to its highest level since 2008, indicating an imminent interest rate hike by the Bank of Japan [1] - Bank of Japan Governor Kazuo Ueda has signaled that the central bank may take action on interest rates this month, emphasizing the need to weigh the pros and cons of raising policy rates [1][4] - The market is increasingly pricing in a 76% chance of a rate hike at the next policy meeting on December 19, up from just 30% two weeks ago [4] Group 2 - The Japanese yen has appreciated against the US dollar, reaching a high of 155.49 yen per dollar, driven by expectations of a rate hike [1] - The Ministry of Finance plans to increase short-term debt issuance to fund Prime Minister Fumio Kishida's economic stimulus plan, which may put pressure on short-term bonds [4] - Recent weak demand in the two-year Japanese government bond auction reflects investor caution amid rising interest rate risks [5]
植田和男“放鹰”！市场押注日本央行12月加息概率飙至76%
智通财经网·2025-12-01 03:14