英国国债开盘上涨，英国10年期国债收益率下跌6个基点至4.56%。 ...

金十数据7月3日讯，德国商业银行研究部的利姆在一份报告中说，由于西班牙和法国将发行大量政府债 券，德国国债可能在上午表现不太好。受英国逆风影响，欧元区债券周三被抛售，不过数据显示，相对 于欧元区同类债券，德国国债的表现仍相对较好。英国国债的抛售推高10年期德国国债收益率5个基 点，并导致10年期英国国债与德国国债的利差扩大。 德国10年国债收益率 德国国债可能表现不佳 ...

日本40年期国债收益率上升8个基点至3.14%。 ...

日本40年期国债收益率上升4个基点至3.1%。 ...

Core Viewpoint - Japan's 40-year government bond yield has increased by 4 basis points to 3.1% [1] Group 1 - The rise in the 40-year bond yield indicates a potential shift in investor sentiment towards long-term government debt [1] - The increase of 4 basis points reflects broader trends in the bond market and may influence future borrowing costs for the government [1]

Group 1 - The yield on Japan's 40-year government bonds increased by 4 basis points to 3.1% [1] - The yield on Japan's 30-year government bonds rose by 5 basis points to 2.935% [1]

Core Viewpoint - The yield on Japan's 20-year government bonds has increased by 3 basis points, reaching 2.355% [1] Group 1 - The rise in yield indicates a potential shift in investor sentiment towards long-term government debt in Japan [1]

Core Viewpoint - The recent 30-year Japanese government bond auction is seen as a test for policymakers to stabilize the bond market after significant volatility, with long-term bond yields reaching historical highs in May [1] Group 1: Market Reactions and Trends - Japanese bond yields have decreased from their peak due to the Ministry of Finance's strategy to reduce the issuance of long-term bonds and the Bank of Japan slowing down its bond purchase reductions [1] - There is a cautious market sentiment, particularly regarding the 30-year bonds, as global scrutiny on long-term bonds increases amid rising government deficits [1][3] - The demand for Japanese long-term bonds is weakening, reflecting a decrease in purchases by traditional buyers like life insurance companies [1] Group 2: Auction Insights and Expectations - The upcoming auction results will be closely monitored, particularly the bid-to-cover ratio, which indicates investor demand; the last auction had a ratio of 2.92, below the average of 3.33 over the past year [2] - The Ministry of Finance plans to cut the issuance of 20-year, 30-year, and 40-year bonds by 3.2 trillion yen (approximately 22 billion USD) by the end of March 2026 [6] Group 3: Political and Economic Context - The uncertainty surrounding the upcoming national elections in Japan may suppress demand for the bond auction, as potential changes in fiscal policy could arise depending on election outcomes [7] - The Prime Minister has prioritized salary increases and achieving a 1 trillion yen economic target as key campaign promises, which may influence market dynamics [7]

日本40年期国债收益率上涨2个基点，至3.08%。 ...

Core Viewpoint - The Bank of Japan's policy board member Takeda Soichi emphasizes the need to be cautious about the rising risk premium associated with ultra-long-term government bonds and the increasing volatility of the yield curve, which could inadvertently trigger a broad transmission of monetary tightening effects in the market [1] Group 1 - The risk premium for ultra-long-term government bonds is on the rise [1] - There is an increase in the volatility of the yield curve [1] - These factors may lead to unintended consequences in the form of monetary tightening effects spreading throughout the market [1]