刚刚！全线大跌，发生了什么？

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, signaled a potential interest rate hike if economic growth and prices align with projections, leading to significant market reactions [2][5]. Market Reactions - Following Ueda's comments, the Japanese stock market experienced a sharp decline, with the Nikkei 225 index dropping by 0.88% and the Tokyo Stock Exchange index falling by 1.1% [6]. - The Japanese government bond market faced intense selling, with the 30-year bond yield reaching 3.29%, marking a historical high [8][10]. Economic Context - Ueda emphasized that the Bank of Japan would consider raising interest rates if the economic and price conditions improve as projected in July's outlook [5][6]. - The meeting between Ueda and Prime Minister Kishida was the first since February, where they discussed economic and market conditions [4][5]. Government and Political Dynamics - The political landscape is unstable, with several key figures in Kishida's government expressing intentions to resign, increasing pressure on the Prime Minister [8][10]. - Analysts suggest that the weakened government could lead to increased fiscal spending, raising concerns about Japan's fiscal health and investor sentiment [10]. Global Bond Market Trends - The sell-off in Japan's bond market reflects broader global trends, with U.S. and U.K. long-term bond yields also reaching multi-year highs [12]. - The upcoming auction of Japan's 30-year bonds is seen as a critical test of investor confidence amid these turbulent conditions [10][11].