Group 1 - The Bank of Japan raised its policy interest rate by 25 basis points to 0.75%, the highest level in 30 years, leading to a surge in the 10-year government bond yield to 2.015%, the highest since 1999 [1][3] - The Japanese yen continued its downward trend, briefly falling 0.4% to 156.16 against the US dollar, amidst market volatility [1] - Investors are focusing on the upcoming press conference by Governor Kazuo Ueda for clues on future interest rate hikes, as inflation remains high and the interest rate differential with major economies is significant [3] Group 2 - Market expectations for a December rate hike have increased, with the yen rebounding over 1% from its low at the end of November, after briefly hitting a ten-month low against the dollar [3] - There are indications from Bank of Japan officials that rates may rise above 0.75% before the end of the tightening cycle, with suggestions that there could be up to four rate hikes by 2027 [3]
市场紧盯植田和男讲话！日本加息后十年期日债收益率突破2% 日元震荡走低
Zhi Tong Cai Jing·2025-12-19 06:40