转自：新华财经 加息预期叠加规模创新高的政府预算案，推升日债收益率短期内涨幅惊人。以10年期日债为例，仅过去的一个月收益率就上涨了25个基 点，过去一年累计涨幅达到近100个基点。 日本央行和政府均表示了对债券收益率波动的关注。植田和男称，若长期利率出现急剧波动，将增加日本国债购买量。 日本首相高市早苗此前在接受国会质询时曾被问及大规模补充预算草案是否削弱了市场对财政政策的信心并推高长期利率，她表示，相比 于对长期利率上升的担忧，促进日本经济增长更为重要。"重要的是证明日本能够实现增长，并具备抵御任何风险的能力。" 市场分析认为，日本央行的货币政策正从预防性滞后转向前瞻性调整。植田和男警告称："推迟加息可能会在日后被迫大幅加息。"在实现 2%价格稳定目标的过程中，"在适当时机加息是必要的"。 日债市场对此反应剧烈，10年期日债收益率5日盘中上涨超过5个基点，高点触及2.125%，刷新1999年以来高点。30年期日债收益率涨近6个 基点，创历史新高。 新华财经北京1月5日电 日本央行行长植田和男在开年之初再度明示加息，加重日债抛售压力，日债收益率1月5日全面攀升，多期限品种再 创1999年以来新高。 植田和男当 ...

Group 1 - Investors are betting that the Bank of Japan will soon choose to raise interest rates, leading to a significant increase in bond yields, with the 10-year Japanese government bond yield reaching its highest level in 17 years [1] - On the same day, the 10-year bond yield rose by 1.5 basis points to 1.654%, while the 2-year and 30-year yields also saw increases [1] - The 10-year bond yield briefly hit 1.669%, marking a new 52-week high and the highest level since July 2008, as investors reacted to the recent Bank of Japan meeting [3] Group 2 - The Bank of Japan indicated that the economy is moderately recovering, despite some signs of weakness, and noted a mild growth in the global economy [3] - Consumer inflation in Japan rose in August compared to the previous year, with the consumer price index excluding fresh food increasing by 2.7%, although this was a decrease of 0.4 percentage points from the previous month [3] - Food prices in Japan continue to surge, with an 8% year-on-year increase, and the average price of rice has approached historical highs [3] Group 3 - The Japanese Ministry of Finance announced plans to issue a 2-year bond worth 2.7 trillion yen on September 30 [4]