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Wall Street Journal (September 2)

2026/ 09/ 04 by jd in Global News

“The 10-year Treasury note ticked up to 4.8% on Tuesday amid a global bond selloff that sent yields on Japan’s 10-year to a three-decade high. The U.S. 30-year bond hit 5.28%, while the U.K.’s 30-year gilt rose to a 28-year high of 5.9%.” These “early murmurs” of the “bond vigilantes” are a welcome development. “They are sending a message to Washington and other Western nations to clean up their fiscal acts. Bond investors may be the only people who can force the politicians to pay attention. The real worry is if the politicians don’t listen.”

 

Financial Times (January 14)

2023/ 01/ 15 by jd in Global News

“Since the Bank of Japan stunned markets by widening the band of its yield curve control (YCC) policy on December 20, markets feel things are now moving tectonically for one of the developed world’s most unorthodox financial regimes.” At long last, the ‘widow-maker’ trade “is making money. On Friday and for the first time in almost a decade, yields on the benchmark 10-year JGB rose to 0.53 per cent and, critically, outside the BoJ’s target band in defiance of its ever more desperate efforts to fight the market.”

 

Bloomberg (October 12)

2022/ 10/ 13 by jd in Global News

“In a fresh sign of Japan’s dysfunctional bond market, the 10-year benchmark failed to trade for a third consecutive session Tuesday, the longest such streak since 1999.”

 

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