Bearbull Global Investments

REDUCED OUTLOOK FOR JAPANESE ASSETS 3/3

13 Jun

REDUCED OUTLOOK FOR JAPANESE ASSETS 3/3

Posted by BearBull Group In Investment Insight 0 comment

Japanese government bond yields are stabilizing after a significant upward trend that saw them approach 1.6% in March 2025. This movement was initiated by the Bank of Japan's (BoJ) decision in March 2024 to end its yield curve control policy, allowing long-term yields to be determined more freely by market forces.

Key Points

  • Slowdown in consumption and exports in Q1
  • Uncertainty remains high for Q2
  • Leading indicators still mixed
  • Consumption resilient but still cautious
  • Inflation weakens slightly but remains high
  • BoJ unlikely to touch rates in 2025
  • 10-year yields stall at 1.5%
  • Yen likely to strengthen against the dollar
  • The Nikkei’s rebound is now likely to run out of steam
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