面对市场对债券供应过剩的担忧以及超长期国债收益率创历史新高的压力，日本政府计划大幅削减超长 期国债发行规模，以缓解债券市场紧张情绪。 12月24日，据路透报道，两名政府消息人士透露，日本下一财年新发超长期政府债券规模可能降至约17 万亿日元（1090亿美元），为17年来最低水平。同时，财务省维持10年期国债发行量不变。 这一举措凸显了政府对近期债券收益率持续上升的敏感态度。市场普遍预期，日本首相高市早苗提出的 大规模支出计划及扩张性财政政策将引发巨额政府债券发行，从而进一步推高收益率。 此次削减计划预计将直接影响债券市场的供需结构，为投资者提供一定的缓冲空间。与此同时，该举措 也反映出政府在推动经济刺激与遏制债务成本之间所面临的艰难权衡。 知情人士还表示，财务省还将保持2年期日本政府债券每月2.8万亿日元、5年期债券每月2.5万亿日元的 发行额不变。 超长期国债发行全面收缩 中短期国债发行维持不变 财务省计划对超长期国债发行进行全面削减。据知情人士透露，财务省正考虑在下一财年将20年期、30 年期及40年期日本国债的月度发行额各削减1000亿日元。 此举将使超长期国债总发行规模大幅下降。今年6月，财务省已被迫 ...

Group 1 - Global stock markets experienced a moderate increase as investors processed President Trump's announcement regarding the ceasefire timeline between Iran and Israel, alongside signs of growing fatigue towards Trump's policy-making [1] - The MSCI World Index, tracking over a thousand large and mid-sized companies across 23 developed markets, rose by 0.24% as of Tuesday's European session [1] - U.S. stock index futures also saw slight gains, with Dow Jones Industrial Average futures up by 0.71%, S&P 500 futures rising by 0.74%, and Nasdaq 100 futures increasing by 0.98% [1] Group 2 - Market sentiment remains relatively subdued, reflecting a potential desensitization to Trump's policy changes, as noted by Hugh Dive, Chief Investment Officer at Atlas Funds Management [1][2] - The response from Iran to U.S. strikes on its nuclear facilities has been largely restrained, with reports indicating no casualties from a missile attack on a U.S. airbase in Qatar [1] - Since the tariff policy changes in April, subsequent market fluctuations triggered by policy changes have been diminishing in intensity [1] Group 3 - The de-escalation of tensions in the Middle East was anticipated, with Iran's Foreign Minister suggesting readiness to cease hostilities despite denying acceptance of a ceasefire mediated by the U.S. [3] - Dan Ives, Managing Director at Wedbush Securities, expressed optimism that the reported ceasefire represents the best possible outcome for Wall Street, predicting a market rise following Tuesday's opening [3] - In a typical peace period, safe-haven assets faced selling pressure, with spot gold dropping over 1% to around $3,320 per ounce, although it remains at historical highs [3]