日本国債は買い場か？海外勢が狙う長期債３%

The same number — 3% — can look like a warning sign to some, and a buying opportunity to others. Right now, that strange divide is emerging in Japan’s government bond market. At its June 16 monetary policy meeting, the Bank of Japan raised its policy rate to around 1.0%. Japan’s long-term interest rates have approached their highest levels in 29 years, while super-long JGBs such as 30-year and 40-year bonds are already trading in the 3% range. In Japan, rising interest rates are often linked to higher government debt-servicing costs, mortgage burdens, and fiscal concerns. Yet some investors in the United States and Europe are beginning to see Japanese government bonds as a buying opportunity if yields reach around 3%. Why do Japanese people see rising rates as a source of anxiety, while foreign investors see them as an opportunity? The BOJ’s safety net, reduced issuance of super-long bonds, changes in domestic buyers, the growing presence of foreign investors, and confidence in the yen and Japan’s fiscal policy. In this video, we take a neutral deep dive into the paradox surrounding 3% Japanese government bond yields. This video is not a recommendation to buy or sell any financial product. Please make investment decisions at your own responsibility. #JGBs #JapaneseGovernmentBonds #LongTermInterestRates #BankOfJapan #BOJ #Yen #MonetaryPolicy #JapanEconomy #FiscalPolicy #ForeignInvestors #EconomicNewsDeepDiveChannel