日本10年期政府债券收益率升至0.98%的近11年高点。过去4周，日本10Y债券收益率上涨8.69个基点，过去12个月上涨58.60个基点。

Japan 10 Year Government Bond Yield increased to a near 11-year high of 0.98%. Over the past 4 weeks, Japan 10Y Bond Yield gained 8.69 basis points, and in the last 12 months, it increased 58.60 basis points.

周一，日经225指数上涨0.9%，收于39100点以上，东证指数上涨0.7%，收于2765点。日本股市创下五周新高，追随华尔街强劲反弹，道琼斯指数有史以来首次收于40000点以上。投资者还期待着本周日本的一系列经济报告，包括贸易、通货膨胀和商业活动数据。Socionext（3%）、瑞穗金融（1.7%）、Recruit Holdings（2.1%）、三井物产（2.3%）和日立（1%）等指数权重股涨幅显著。在企业新闻中，信越化学在周五晚些时候宣布将在11月底前回购高达1000亿日元的自有股票后，股价上涨3.8%。其他方面，Sumiseki Holdings股价又上涨了20%，在短短四个交易日内几乎翻了一番。

The Nikkei 225 Index jumped 0.9% to above 39,100 while the broader Topix Index gained 0.7% to 2,765 on monday, with Japanese shares hitting five-week highs and tracking a strong rally on Wall Street where the Dow closed above the key 40,000 mark for the first time ever. Investors also look forward to a slew of economic reports in Japan this week including trade, inflation and business activity data. Notable gains were seen from index heavyweights such as Socionext (3%), Mizuho Financial (1.7%), Recruit Holdings (2.1%), Mitsui & Co (2.3%) and Hitachi (1%), In corporate news, Shin-Etsu Chemical jumped 3.8% after announcing late on Friday that it will buy back up to 100 billion yen of its own shares by end of November. Elsewhere, Sumiseki Holdings climbed another 20%, nearly doubling in just four sessions.

日本10年期政府债券收益率升至0.93%以上，回落至六个月高点。此前，日本央行保持了与上次操作相同的债券购买量，选择不在本周早些时候突然削减债券购买。市场猜测，日本央行保持购买金额不变，因为日元受益于美元的广泛走弱，但交易员仍押注央行将在6月的政策会议上决定减少债券购买。日本央行行长上田一夫也表示，他没有立即出售央行ETF的计划。与此同时，本周早些时候的数据显示，日本经济在2024年第一季度年化收缩2%，这比市场预期的收缩1.5%还要糟糕，因为私人消费连续第四个季度下降。最新数据使日本央行的立场复杂化，日本央行需要平衡对经济的支持与捍卫疲软货币的努力。

Japan’s 10-year government bond yield rose above 0.93%, marching back toward six-month highs after the Bank of Japan left its bond buying amounts the same as the previous operation, opting not to follow up with a surprise cut to debt buying earlier this week. Markets speculated that the BOJ left the purchase amounts unchanged because the yen benefited from a broad weakening of the dollar, but traders are still betting that the central bank will decide to reduce bond buying at the June policy meeting. BOJ Governor Kazuo Ueda also said he has no immediate plan to sell the central bank’s ETF holdings. Meanwhile, data earlier this week showed that Japan’s economy contracted at an annualized 2% in the first quarter of 2024, coming in worse than market expectations for a 1.5% contraction as private consumption fell for the fourth straight quarter. The latest figures complicate the BOJ’s stance, which needs to balance its support for the economy with efforts to defend a weak currency.

日元兑美元汇率跌至156日元，在日本央行保持其债券购买量与之前的操作相同，选择不在本周早些时候突然削减债券购买后，日元再次面临压力。市场猜测，日本央行保持购买金额不变，因为日元受益于美元的广泛走弱，但交易员仍押注央行将在6月的政策会议上决定减少债券购买。日本央行行长上田一夫也表示，他没有立即出售央行ETF的计划。与此同时，本周早些时候的数据显示，日本经济在2024年第一季度年化收缩2%，这比市场预期的收缩1.5%还要糟糕，因为私人消费连续第四个季度下降。最新数据使日本央行的立场复杂化，日本央行需要平衡对经济的支持与捍卫疲软货币的努力。

The Japanese yen weakened toward 156 per dollar, facing renewed pressure after the Bank of Japan left its bond buying amounts the same as the previous operation, opting not to follow up with a surprise cut to debt buying earlier this week. Markets speculated that the BOJ left the purchase amounts unchanged because the yen benefited from a broad weakening of the dollar, but traders are still betting that the central bank will decide to reduce bond buying at the June policy meeting. BOJ Governor Kazuo Ueda also said he has no immediate plan to sell the central bank’s ETF holdings. Meanwhile, data earlier this week showed that Japan’s economy contracted at an annualized 2% in the first quarter of 2024, coming in worse than market expectations for a 1.5% contraction as private consumption fell for the fourth straight quarter. The latest figures complicate the BOJ’s stance, which needs to balance its support for the economy with efforts to defend a weak currency.