Group 1 - Japanese government bonds have experienced a significant decline due to renewed interest rate hike expectations, with the 3-month bond yield soaring over 34% and the 10-year bond yield reaching 1.840%, the highest level since June 2008 [1] - The Nikkei 225 index opened high but fell sharply, with an intraday drop exceeding 2%, losing over 1,000 points [1] - Bank of Japan Governor Kazuo Ueda indicated that the central bank will weigh the pros and cons of raising interest rates at the next monetary policy meeting, marking the strongest signal yet regarding a potential rate hike [2] Group 2 - The Japanese government plans to issue over 11.7 trillion yen (approximately 529.9 billion RMB) in new bonds to fund a new round of economic stimulus, raising concerns about the impact on fiscal health [4] - Japan's debt is projected to reach 229.6% of GDP by 2025, the highest among developed countries, leading to market worries about fiscal deterioration due to increased spending [4] - The Japanese economy has shown signs of deterioration, with the latest data indicating a 1.8% annualized decline in GDP for Q3, raising concerns about the effectiveness of the government's stimulus measures [6]
日本，全线暴跌！黑天鹅，突袭！
Sou Hu Cai Jing·2025-12-01 07:30