Group 1 - The Japanese bond market has experienced significant volatility due to concerns over the potential suspension of the "consumption tax," which may worsen the fiscal situation [1] - The yield on ultra-long-term Japanese government bonds surged to historical highs, prompting questions about whether the Bank of Japan will intervene following the elections on February 8 [1] - The Bank of Japan is currently hesitant to intervene in the bond market, as the risks of intervention outweigh the potential benefits, reflecting the high costs associated with such actions [1] Group 2 - Analysts suggest that the current state of the bond market may be a calm before a storm, with investor concerns about Japan's fiscal outlook making the bond market susceptible to sudden sell-offs [2] - Political parties in Japan are competing to promise consumption tax cuts in response to high prices, raising alarms among European financial institutions and media about the potential negative impact on Japan's fiscal health [2] - The International Monetary Fund reports that Japan's government debt is projected to reach 229.6% of GDP by 2025, the highest among all economies surveyed, indicating a precarious fiscal situation [2]
外媒:大选后抛售潮若现,日本央行不会出手救高市
Huan Qiu Shi Bao·2026-02-05 22:46