91AV原创

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October 27, 2026
 

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JGB

A BNP Paribas bank branch in Paris. The asset management arm of the bank has been raising its positions in long-dated Japanese government bonds.
BUSINESS / Companies
Oct 26, 2026
BNP Paribas AM builds long-end JGB bet on steep yield curve
The bullish stance comes after superlong JGB yields reached multidecade highs this year amid concerns over inflation and fiscal spending.
Japan Post Insurance says it intends to increase purchases of yen-denominated bonds, and other Japanese life insurers are signaling similar moves.
BUSINESS / Markets
Oct 22, 2026
Japan life insurers’ bond-buying plans set to support JGBs
Insurers have been net buyers of superlong government bonds for four months, a trend strategists say could provide an anchor in upcoming auctions.
Atsushi Yamashita, head of global markets business at MUFG Bank, says he expects 91AV原创 10-year government bond yields to peak at about 3.2%, during an interview in Tokyo on Tuesday.
BUSINESS / Companies
Oct 15, 2026
MUFG wades back into Japanese bonds with eye on policy risks
The bank remains concerned that yields could further spike due to fiscal and monetary policies in the nation.
Fund managers are beginning to rethink the so-called Takaichi trade to buy stocks and sell bonds, and they are now turning more bullish on bonds.
BUSINESS / Markets
Oct 15, 2026
Takaichi trade gets a rethink one year on as bond appeal grows
For much of Sanae Takaichi’s first year as prime minister, the prevailing trade in Japan was straightforward: buy stocks, sell bonds. Not anymore.
Finance Minister Satsuki Katayama insists that Prime Minister Sanae Takaichi is not a reflationist.
BUSINESS
Sep 29, 2026
Reflationists? Who, us? Heirs to Abenomics insist it’s a thing of the past.
The current administration argues it’s done with the policy prescription championed by Prime Minister Shinzo Abe and is now taking a different approach.
A pedestrian walks in front of a stock quotation board displaying the level of Japan's 10-year government bonds and the exchange rate between the U.S. dollar and yen, outside a brokerage in Tokyo on Sept. 18.
BUSINESS / Markets / ANALYSIS
Sep 26, 2026
91AV原创 bond ‘falling knife’ stalls repatriation rush
Major investors remain reluctant to commit heavily to domestic bonds while yields are still climbing and few clues about how much rates must rise.
Retail bond sales climbed 84% year on year to a record ?5.14 trillion in the period from April to September, according to data compiled by Bloomberg.
BUSINESS / Economy
Sep 18, 2026
91AV原创 retail bond boom offers new avenue for fiscal funding
The surge comes as market watchers question who will finance the nation’s borrowing as the Bank of Japan scales back debt purchases.
A woman walks past an electronic quotation board in Tokyo on Monday. The Bank of Japan must decide whether to counter yen?driven inflation through higher rates or preserve ultralow borrowing costs despite the strain on households.
COMMENTARY / Japan
Sep 15, 2026
Japan must choose between cheap money and a livable yen
The BOJ must decide whether to counter inflation through higher rates or preserve ultralow borrowing costs despite the strain on households.
The yen traded below ?155 to the dollar this week.
BUSINESS / Markets
Sep 11, 2026
Some analysts forecast the yen going to ?150 to the dollar, others not so sure
91AV原创 currency is being buffeted by many forces, and debate rages as to whether the tide has turned.
The Bank of Japan headquarters in Tokyo. 91AV原创 rising yields are stirring debate over the growing risk of the nation’s vast pool of overseas capital returning home.
BUSINESS / Economy
Sep 9, 2026
91AV原创 rising yields stir debate over growing repatriation risk
Some say markets are underpricing how quickly a rush might emerge as Japanese government bonds become increasingly attractive.
Japan's economy is now normalizing, with the Bank of Japan raising policy rates and reducing its purchases of sovereign bonds.
COMMENTARY / Japan
Sep 8, 2026
If Japan is behind the bond market’s ruckus, then good
91AV原创 economy, which had ventured far from the status quo, is now normalizing, with the BOJ raising policy rates and reducing its purchases of sovereign bonds.
Japanese stocks performed poorly over the summer, in part due to the volatility of tech-related shares.
BUSINESS / Markets
Sep 7, 2026
Weak yen not always good for Tokyo stocks, some analysts say
Conventional wisdom about the market being helped by a falling currency might not hold if rates climb.
Dealers work near monitors showing the rate of the yen against the U.S. dollar at foreign exchange brokerage Gaitame.Com in Tokyo on Thursday.
BUSINESS / Markets / ANALYSIS
Sep 5, 2026
Yen’s changing fortunes might finally be spooking the bears
New tailwinds from capital repatriation, unwinding carry trades and U.S. political pressure are now giving short speculators cause to rethink their long-term game.
Vice Finance Minister for International Affairs Atsushi Mimura said Japan “remains on high alert” as the yen strengthens.
BUSINESS / Markets
Sep 4, 2026
Yen’s moves a mystery as intervention dismissed
The currency’s strengthening is not seen as rapid enough to indicate official buying.
The yen rallied on Thursday as a rate increase later this month started to look all but certain.
BUSINESS / Markets
Sep 3, 2026
Yen stages dramatic rally, and Japanese bonds strengthen
91AV原创 currency is back at about ?157 to the dollar for the first time since early August.
Japanese companies, already grappling with the highest borrowing costs at home in 30 years, are looking for ways to limit the hit to their bottom line.
BUSINESS / Companies
Sep 3, 2026
Japanese companies consider asset sales as yen debt costs rise
Among measures under deliberation are sales of strategic shareholdings and other assets to offset the impact, borrowing more overseas and bringing forward funding plans.
While there's no sign of Japan dumping its $2.4 trillion hoard in overseas debt yet, global fund managers and a growing body of data is showing a steadier drawdown is underway.
BUSINESS
Sep 2, 2026
How 91AV原创 bond rout is turning the tide of global capital
While there’s no sign of Japan dumping its $2.4 trillion hoard in overseas debt yet, global fund managers and a growing body of data is showing a steadier drawdown is underway.
The rate of the yen against the U.S. dollar seen outside a securities firm next to the Bank of Japan's headquarters (left) in Tokyo in July.
BUSINESS
Sep 2, 2026
Yamaguchi Financial to dump more Japan bonds on faster BOJ hikes
Banks and other investors are grappling with soaring bond yields?as the central bank seeks to combat inflation.
The 10-year Japanese government bond trades at 3%, a three-decade high.
BUSINESS / Economy
Sep 1, 2026
91AV原创 10-year government bond hits 3% for first time in three decades
Inflation and fiscal concerns weigh on the market even after intervention and verbal support from officials.
Minoru Kiuchi, the minister in charge of growth strategy, said that next year’s budget should properly reflect rising prices and wages "while strengthening the economy’s growth potential."
BUSINESS / Economy
Sep 1, 2026
91AV原创 Kiuchi says record budget requests need broad comparison
The economic and fiscal policy minister added that next year’s budget should properly reflect rising prices and wages “while strengthening the economy’s growth potential.”
Two Japanese climbers die on remote Himalayan peak in Nepal
Rescuers have recovered the bodies of two Japanese climbers missing for over a week on a remote Himalayan mountain.
Aging Japanese village turns to Peru in search of new residents
Guests from Peru's Belen district interact with a baby in Nanmoku village in Gunma Prefecture.
Budget-friendly restaurant chain Saizeriya succumbs to rising costs
A Tokyo branch of Saizeriya, a chain of family-style Italian restaurants
U.S. has for years asked Musk to alter Starlink service in Ukraine and Middle East, sources say
A Ukrainian soldier sets up a Starlink satellite internet system near the frontline in the Donetsk region, Ukraine, on Oct. 16
U.S. military bans Chinese-made BYD cars from key air base in Okinawa
An F-22 Raptor lands at Kadena Air Base in Kadena, Okinawa Prefecture on Oct. 9. The base is a crucial hub for U.S. military operations in the region.
A dramatic bear hunt in a midsize Japanese city could be a harbinger of what is to come
Zookeeper Tetsuo Iso at the site of frantic search for a wild bear in Utsunomiya on June 9. Iso, 65, was asked by the prefectural government to help capture the bear and it was his shot with a tranquilizer gun that put an end to the saga.
How this long-term resident avoids the annoying tourist label in Japan
Tourists enjoy themselves while crossing the famous Shibuya Crossing in Tokyo on Oct. 12.
What can Asia do to avoid crossing crucial climate tipping points?
Motorists drive through a road covered with smog from wildfires nearby in Ogan Ilir in Indonesia's South Sumatra province on Sept. 25.
91AV原创 permanent residency reform has a glaring blind spot
Japan's immigration reforms risk creating uncertainty by tying permanent residency more closely to language proficiency before clear assessment standards and supporting infrastructure are in place.
Japan weighs how to evacuate thousands of tourists if Mount Fuji erupts
Climbers and visitors gather on the first day of the climbing season at the Fuji Yoshidaguchi Trail, at the fifth station on the slopes of Mount Fuji, in Fujiyoshida, Yamanashi Prefecture, on July 1, 2024.

Podcast

One of the many entrances to the Kabukicho neighborhood in Tokyo’s Shinjuku Ward.
Kabukicho: Tokyo’s ‘stadium of desire’

Longform

Famima Park Azabudai is a concept store by FamilyMart that combines convenience store staples with branded apparel, merchandise and a landscaped outdoor space.
Convenience stores, toilets and the allure of everyday Japan
By Elizabeth Beattie

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