今日吃瓜

Tag - bonds

 
 

BONDS

Merchandise for sale at Berkshire Hathaway's annual shareholders meeting in Omaha, Nebraska, in May. Berkshire has been issuing yen-denominated bonds at a pace of twice a year.
BUSINESS / Companies
Nov 9, 2026
Berkshire plans first Japan bond offering since April
The U.S. giant mandated Mizuho Securities and BofA Securities for a potential benchmark yen bond offering that’s expected in the near future.
In Japan, whose economy is dependent on energy imports, bond yields recently hit 30-year peaks.
BUSINESS / Markets
Nov 3, 2026
Global markets were already fragile. Big AI bets could break them.
So far, the multitrillion-dollar spending splurge on artificial intelligence has propelled stock markets to record highs.
The Finance Ministry on Monday sold its fifth climate transition bond of the year, but only 4% of the proceeds from this fiscal year’s transition bond sales will go toward making renewable energy a major power source.
BUSINESS
Nov 2, 2026
Japan extends transition bond push despite fossil-fuel reliance
Japanese government bonds have rallied alongside other so-called safe-haven assets in recent weeks as technology-sector jitters unsettled investors.
Expectations for further Bank of Japan rate hikes are giving fund managers more confidence to take advantage of high yields on government bonds.
BUSINESS / Markets
Oct 29, 2026
Global fund managers grow bullish on Japanese government bonds
Signs of recovering domestic demand and a more supportive policy backdrop add to the appeal of elevated yields.
The U.S. Treasury Department in Washington. The $32 trillion U.S. Treasury market remains unmatched in its depth, liquidity and near round-the-clock trading, while the dollar retains its role as the world’s dominant reserve currency.
BUSINESS / Companies
Oct 28, 2026
U.S.-aligned countries, led by Asia, slash U.S. Treasury purchases by 60%
Analysts cite weak currencies, rising yields at home, growing demand for stocks and unease over U.S. policy.
Demonstrators clash with police in Paris on Saturday amid nationwide protests over the cost of living and rising fuel prices.
COMMENTARY / World
Oct 27, 2026
A French accident waiting to happen
France may be the first major test, but other heavily indebted European countries could face similar pressures.
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.
Prime Minister Sanae Takaichi speaks at the Lower House budget committee session in parliament on Oct. 14.
BUSINESS / Economy
Oct 22, 2026
Takaichi now has to prove she’s no big spender in her second year in office
The prime minister will be under pressure as the bill starts to come due for big promises made.
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.
U.S. Treasury Secretary Scott Bessent speaks to reporters outside of the White House in Washington on Aug. 20.
BUSINESS / Economy / FOCUS
Oct 18, 2026
U.S. interest costs hit record $1 trillion, risking debt snowball
For the year through September, net interest costs came to $1.05 trillion, up more than 8% from the $970 billion in fiscal 2025.
Rakuten’s large yen-denominated bond sale on Friday highlights the growing role of the retail market as a funding source for large corporate borrowers.
BUSINESS / Companies
Oct 16, 2026
Rakuten sells record ?400 billion of bonds on retail demand
The 5.5-year bonds carry a 4.37% coupon and were priced at a spread of 200 basis points over the benchmark 10-year Japanese government bond.
The Nikkei 225 stock average started declining from the open after weakness in tech shares overnight in the United States.
BUSINESS
Oct 15, 2026
Nikkei 225 falls 5% on rate and AI concerns
The tech-stock rout started in the United States after a higher-than-expected inflation reading.
Atsushi Yamashita, head of global markets business at MUFG Bank, says he expects 今日吃瓜 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.
Tencent's headquarters in Shenzhen during a government?organized media trip. The 10-year and 30-year portions of the company's recently priced offshore yuan securities carried coupons well below the yields on dollar notes.
BUSINESS / Companies
Oct 14, 2026
Chinese AI firms tap cheaper ‘dim sum’ offshore yuan debt for funding edge
The 10-year and 30-year portions of Tencent’s recently priced offshore yuan securities carried coupons well below the yields on dollar notes.
SoftBank Group Chairman and CEO Masayoshi Son's bets have a mixed track record — his investment in Chinese tech giant Alibaba was a major success, but he also directed $16 billion to Adam Neumann's WeWork, which ultimately went bankrupt.
BUSINESS / Companies
Oct 14, 2026
SoftBank junk bond sale raises stakes for CEO Son’s all-in AI bet
Son’s bets have a mixed track record.
The Bank of Japan's shift toward higher interest rates is keeping more capital at home, forcing foreign borrowers to offer better returns.
COMMENTARY / Japan
Oct 13, 2026
A Japan with higher rates changes everything
France might be the first casualty, with other borrowers potentially being seen as expensive compared to what Japanese investors can get at home.
Michio Kaida, Nidec's new CEO, speaks during a news conference in the city of Kyoto last week.
BUSINESS / Companies
Oct 6, 2026
Nidec scandal sends bonds to bottom in test for new CEO
The precision motor manufacturer’s yen bond due in mid-2032 has slumped to ?77.7, the lowest among more than 3,000 local corporate notes.
Bank of Japan Deputy Gov. Shinichi Uchida
BUSINESS / Economy
Oct 5, 2026
BOJ’s deputy chief flags AI’s possible impact on neutral rate
The comments come as economists and market players try to assess high quickly and how far the BOJ will raise interest rates.
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.

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

SUSTAINABLE JAPAN