Japanese life insurers plan to reduce Japanese government bond holdings by 13 trillion won in fiscal 2025, responding to new capital regulations and marking a significant shift in asset allocation strategies.
#YonhapInfomax #JapaneseLifeInsurers #JGB #AssetManagement #CapitalRegulations #NipponLife #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
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The Bank of Japan should be flexible and data-dependent in proceeding with any further interest-rate hikes as U.S. tariffs weigh on the economy and add to uncertainty, the International Monetary Fund urged. https://www.japantimes.co.jp/business/2025/04/24/economy/imf-urge-boj-flexibility/?utm_medium=Social&utm_source=mastodon #business #economy #imf #boj #jgb #japaneseeconomy #us #tariffs #carmakers
Eyeing a shift from foreign debt, Fukoku Mutual Life Insurance plans to invest in Japan’s super-long government bonds this fiscal year after their yields skyrocketed. https://www.japantimes.co.jp/business/2025/04/18/companies/fukoku-jgb-investment/?utm_medium=Social&utm_source=mastodon #business #companies #fukokumutuallife #boj #us #tariffs #bonds #jgb #lifeinsurance
RBC BlueBay Asset Management has jettisoned its long-standing bet against Japanese bonds, wagering they are poised to gain as the nation’s central bank holds back on further interest-rate hikes. https://www.japantimes.co.jp/business/2025/04/18/markets/bluebay-piles-japanese-bonds/?utm_medium=Social&utm_source=mastodon #business #markets #bonds #jgb #boj
https://www.alojapan.com/1250282/bluebay-piles-into-japanese-bonds-ditching-bets-on-deeper-fall/ BlueBay piles into Japanese bonds, ditching bets on deeper fall #boj #bonds #Japan #JapanNews #JGB #news RBC BlueBay Asset Management jettisoned its long-standing bet against Japanese bonds, wagering they are poised to gain as the nation’s central bank holds back on further interest-rate hikes. The firm has shifted to an overweight position in 30-year bonds over the past week as the U.S. trade war darkens the economic outlook, abandoning its…
Don’t sleep on seeing Melvin Seals and #JGB — guaranteed good times! Last night’s show at the Stone Pony in NJ had Skip from #DSO sitting in, glad to see him and John playing together again!
A recent and dramatic spike in Japanese bond yields is a stark reminder that the decades-long experiment in ultralow rates is well and truly coming to an end. https://www.japantimes.co.jp/business/2025/03/25/markets/japanese-bond-rout/?utm_medium=Social&utm_source=mastodon #business #markets #bonds #jgb #boj #kazuoueda #japaneseeconomy #tariffs #donaldtrump #usjapanrelations
https://www.alojapan.com/1225082/japan-bond-rout-signals-era-of-ultralow-rates-might-really-be-over/ Japan bond rout signals era of ultralow rates might really be over #boj #bonds #DonaldTrump #Japan #JapanNews #Japanese #JapaneseEconomy #JapaneseNews #JGB #KazuoUeda #news #tariffs #U.S.JapanRelations A recent and dramatic spike in Japanese bond yields is a stark reminder that the decades-long experiment in ultralow rates is well and truly coming to an end. Yields on Japanese 10-year government bonds have jumped 50 basis points since Nove…
The Garcia Project / Humboldt Brews / Arcata, CA / Monday March 17 2025
/ via Ruby Waves & DanDan
Pacific Investment Management Co. funds that held an underweight position on Japanese government bonds are changing their stance to "overall neutral" as yields march to multi-year highs. https://www.japantimes.co.jp/business/2025/03/18/companies/pimco-japan-bond-trade/?utm_medium=Social&utm_source=mastodon #business #companies #pacificinvestmentmanagement #investments #bonds #jgb #boj
Japan’s biggest brokers are having second thoughts about selling Japanese government bonds repackaged into loans to regional lenders after the nation’s financial regulator declared a clampdown on the market. https://www.japantimes.co.jp/business/2025/03/11/economy/japan-brokers-rethink-repackaged-jgbs/?utm_medium=Social&utm_source=mastodon #business #economy #bonds #jgb #investments #regionalbanks #banks #brokerages #fsa
Japan’s government bond yields reached their highest levels in more than a decade as the rout in German bunds reverberated through global debt markets. https://www.japantimes.co.jp/business/2025/03/06/economy/jgb-highest/?utm_medium=Social&utm_source=mastodon #business #economy #germany #jgb #boj #japaneseeconomy
Happy Keane College #JGB Show Day!
Some day I'll (re)find the aud I had from my older brother that had some of my favorite overheard crowd banter of all time on it...
Japan’s financial regulator plans a sweeping crackdown on $67 billion of high-yield loans backed by government bonds and other assets that have gained popularity among regional banks https://www.japantimes.co.jp/business/2025/02/28/economy/crackdown-jgb-loans/?utm_medium=Social&utm_source=mastodon #business #economy #jgb #banks #fsa #brokerages
Joyo Bank, one of Japan’s largest regional lenders, is on the radar of Japanese government bond investors waiting to see whether domestic banks will resume buying the nation’s debt in earnest. https://www.japantimes.co.jp/business/2025/02/25/companies/japan-regional-bank-holds-bond-buying/?utm_medium=Social&utm_source=mastodon #business #companies #regionalbanks #banks #joyobank #boj #bonds #jgb
The yen hit its strongest level against the dollar since December amid growing speculation the Bank of Japan will hike rates sooner rather than later. https://www.japantimes.co.jp/business/2025/02/20/economy/yen-strongest-this-year/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #boj #jgb #yen
Japan’s corporate goods prices rose 4.2% in January from a year earlier, BOJ data shows, accelerating to the fastest clip in 19 months and maintaining conditions that support further interest rate hikes. https://www.japantimes.co.jp/business/2025/02/13/economy/january-producer-price-index/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #jgb #bonds #economicindicators #boj
Barclays hired former Garda portfolio manager Yoichi Takemura to strengthen its yen rates trading business, as global financial companies compete to capitalize on Japan’s revived $7.1 trillion government bond market. https://www.japantimes.co.jp/business/2025/01/27/companies/barclays-hire-japan-rate/?utm_medium=Social&utm_source=mastodon #business #companies #barclays #yoichitakemura #jgb #bonds #trade #boj #inflation
The 40-year Japanese government bond yield reached an all-time high amid a global debt selloff and speculation that the Bank of Japan may hike interest rates in the future. https://www.japantimes.co.jp/business/2025/01/14/economy/jgb-high-reach/?utm_medium=Social&utm_source=mastodon #business #economy #boj #bonds #jgb #us #inflation #japaneseeconomy
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