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HUB / マネーパス研究室
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FED Rate Cut to 4.25% Impact on Japanese Bond Market
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@moneypath
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2026-06-03 09:56:31
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FOMC June 2026 cut to 4.25% impacts Japanese government bond (JGB) market. Japan-US 10-year yield spread narrows to 280bp (from 350bp in March). JGB yield curve steepening: 2-year JGB at 0.65%, 10-year at 1.45%, 30-year at 2.15%. Implications: (1) Japanese life insurers extending duration in JGBs (2) Foreign investors reducing hedged JGB buying as hedge costs decline (3) BOJ holds 53% of outstanding JGBs, creating artificial scarcity. Outlook: 10-year JGB yield range 1.3-1.7% in H2. Risk: if BOJ reduces JGB buying, yields could spike to 2.0%.
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