#jgbs - Twitter Hashtag

7 days ago

Japan's 10-year bond yield fell 12.5bp to 2.755% as the global tech rout revived haven demand despite inflation above target. BancaraX and MT5 help track JGBs and the yen. Can the rally persist if the BOJ tightens? #JGBs #BankOfJapan #BondMarkets

Bancaraglobal's tweet photo. Japan's 10-year bond yield fell 12.5bp to 2.755% as the global tech rout revived haven demand despite inflation above target. BancaraX and MT5 help track JGBs and the yen. Can the rally persist if the BOJ tightens?

#JGBs #BankOfJapan #BondMarkets https://t.co/oJWPjOrJQm

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ETMarkets

@ETMarkets

7 days ago

Japanese government bonds (#JGBs) rallied on Friday, pushing the benchmark 10-year yield to its lowest level in more than two months as a technology-led selloff in global equity markets prompted investors to seek safe-haven assets, Reuters reported. Read more here https://t.co/oAxeP58rUj

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Gryphon Investment Advisors

@GryphonIAB

about 1 month ago

INTELLIGENCE ASSESSMENT The dominant driver is an #energy-led #inflation shock colliding with a late-cycle tightening phase, and the core narrative has moved from growth resilience to global term-premium repricing. The 10-year #Treasury at 5.24%, #Bunds at 3.63% and #JGBs at 3.10% show the move is synchronised, while #gold’s 3.2% fall to $4,148.69 confirms that markets are treating the #Hormuz standoff as an inflation event rather than a haven event. The central tension sits between rates and #equities: the S&P 500 fell only 0.77% on Monday with just 27% of its members above their 50-day average, yet index levels still price an earnings resilience that 5% long #yields do not support. Across assets, the #dollar is gaining on rate differentials rather than fear, #commodity #currencies and Asian #oil importers are weakening, and #credit is showing its first strain through high-yield fund outflows just as a $44bn #Paramount financing tests demand. Positioning is defensive in futures but not in allocations: speculators are short 133,200 S&P 500 contracts and long $17.3bn of #dollars, yet private-client cash is at a record low and a $141bn corporate pension surplus argues for mechanical equity selling into Wednesday’s quarter-end. Flows confirm the rotation, with $21.1bn leaving US equity funds while #bond funds absorbed a 74th consecutive week of inflows. Second-order effects run through #Japan, where rising domestic yields and intervention risk could turn Japanese investors into sellers of foreign #bonds, and through Europe, where #French #OATs now yield more than #Italian #BTPs. The scenario asymmetry this week is skewed: hot #PCE and firm #payrolls extend the yield shock and punish long-duration #equity, while a soft payrolls print meets crowded equity shorts and oversized #dollar longs and could produce a sharp reversal across duration, gold and #crypto. The forward risk is that energy rather than labour data sets the path, with a #USA #diesel export ban or a failed Qatari mediation capable of overriding the week’s releases. Thoughts of the day, Daily Market News over the last 24 hours. Read more, for the full analysis Thoughts for the day NEWS https://t.co/Dfd7VM0Pa4 Review our quarterly earnings updates page. https://t.co/dKwXKoXwsy #FederalReserve #Tariffs #Investing #GlobalTrade #FinancialMarkets Follow me on X, search for @GryphonIAB

GryphonIAB's tweet photo. INTELLIGENCE ASSESSMENT

The dominant driver is an #energy-led #inflation shock colliding with a late-cycle tightening phase, and the core narrative has moved from growth resilience to global term-premium repricing. The 10-year #Treasury at 5.24%, #Bunds at 3.63% and #JGBs at 3.10% show the move is synchronised, while #gold’s 3.2% fall to $4,148.69 confirms that markets are treating the #Hormuz standoff as an inflation event rather than a haven event. The central tension sits between rates and #equities: the S&P 500 fell only 0.77% on Monday with just 27% of its members above their 50-day average, yet index levels still price an earnings resilience that 5% long #yields do not support. Across assets, the #dollar is gaining on rate differentials rather than fear, #commodity #currencies and Asian #oil importers are weakening, and #credit is showing its first strain through high-yield fund outflows just as a $44bn #Paramount financing tests demand.

Positioning is defensive in futures but not in allocations: speculators are short 133,200 S&P 500 contracts and long $17.3bn of #dollars, yet private-client cash is at a record low and a $141bn corporate pension surplus argues for mechanical equity selling into Wednesday’s quarter-end. Flows confirm the rotation, with $21.1bn leaving US equity funds while #bond funds absorbed a 74th consecutive week of inflows. Second-order effects run through #Japan, where rising domestic yields and intervention risk could turn Japanese investors into sellers of foreign #bonds, and through Europe, where #French #OATs now yield more than #Italian #BTPs. The scenario asymmetry this week is skewed: hot #PCE and firm #payrolls extend the yield shock and punish long-duration #equity, while a soft payrolls print meets crowded equity shorts and oversized #dollar longs and could produce a sharp reversal across duration, gold and #crypto. The forward risk is that energy rather than labour data sets the path, with a #USA #diesel export ban or a failed Qatari mediation capable of overriding the week’s releases.

Thoughts of the day, Daily Market News over the last 24 hours.
Read more, for the full analysis

Thoughts for the day NEWS
https://t.co/Dfd7VM0Pa4

Review our quarterly earnings updates page.
https://t.co/dKwXKoXwsy
#FederalReserve #Tariffs #Investing #GlobalTrade #FinancialMarkets

Follow me on X, search for @GryphonIAB

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ACEMAXX ANALYTICS @acemaxx

3 months ago

Myth: "Public debt causes #yen weakness" Nope - Public #debt is not the causal variable. My first question would be: Who owns the #debt? Nearly all #JGBs are domestically owned. #Japan also has a massive positive net international investment position, persistent CA- surpluses,

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ACEMAXX ANALYTICS @acemaxx

3 months ago

#Japan #JGBs have rallied over the past couple of weeks after the country’s finance minister called on domestic pension funds and the public to invest more at home, chart @FT https://t.co/ZyTs5aOhE9

acemaxx's tweet photo. #Japan
#JGBs have rallied over the past couple of weeks after the country’s finance minister called on domestic pension funds and the public to invest more at home, chart @FT
https://t.co/ZyTs5aOhE9 https://t.co/WjeuVTFlJJ

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Trading Analytix

@tradinganalytix

4 months ago

UK/EU Session Update: #JPY has come under pressure again from the get-go this week. Fiscal uncertainty is pushing #JGBs and JPY lower in addtion to a recovering #USD from after the NFPs. While the intervention risk remains present, the absence of will likely push #USDJPY up int 163.00/10, potentially 164.25 unless USD turns around. 160.70-50 first decent support. IF intervention there would be, monitor a close above/below 157 lower line fo the channel. You can now get our analysis for FREE on the Trading Analytix platform https://t.co/HaP6srY7Aa

tradinganalytix's tweet photo. UK/EU Session Update: #JPY has come under pressure again from the get-go this week. Fiscal uncertainty is pushing #JGBs and JPY lower in addtion to a recovering #USD from after the NFPs. While the intervention risk remains present, the absence of will likely push #USDJPY up int 163.00/10, potentially 164.25 unless USD turns around. 160.70-50 first decent support. IF intervention there would be, monitor a close above/below 157 lower line fo the channel.

You can now get our analysis for FREE on the Trading Analytix platform https://t.co/HaP6srY7Aa

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Ravikant Yadav @imRavikantYadav

5 months ago

Why rising Govt bond yeilds are bad news for people & businesses :Explained by Sh Udit Misra @ieuditmisra #GovtBonds #Borrowings #BorrowingCosts #InterestPayments #Bonds #Yeilds #Inflation #Gilts #TreasuryBonds #GSecs #JGBs #Economy #UPSC Source: IE

imRavikantYadav's tweet photo. Why rising Govt bond yeilds are bad news for people & businesses

:Explained by Sh Udit Misra
@ieuditmisra

#GovtBonds #Borrowings #BorrowingCosts #InterestPayments #Bonds #Yeilds #Inflation
#Gilts #TreasuryBonds #GSecs
#JGBs
#Economy

#UPSC

Source: IE https://t.co/nttE3kF9b8

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ETMarkets

@ETMarkets

5 months ago

#Japan to introduce new range of #JGBs targeting retail buyers, sources say #ETMarkets https://t.co/2hyVtWSfGa

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ぶらりまち♊️

@burarimachi

5 months ago

補助金でガソリン価格を維持するために、国債を発行すれば、当然国債価格は下がる(=金利は上がる) 日銀が不自然に利上げを抑えているので、円安も進む。円安が進めば、輸入で成り立っている日本では、ほぼ全ての生活必需品の価格は上がって国民生活は苦しくなる。 #放漫財政 #日本国債 #JGBs

Robin Brooks

@robin_j_brooks

5 months ago

Japan (lhs) and Switzerland (rhs) are polar opposites. Japan's yields keep rising, but the Yen falls anyway. Switzerland's yields go lower and lower, but the Franc just strengthens. Difference is public debt. Switzerland is at 40% of GDP. Japan at 200%... https://t.co/lw0Fnr0kOZ

robin_j_brooks's tweet photo. Japan (lhs) and Switzerland (rhs) are polar opposites. Japan's yields keep rising, but the Yen falls anyway. Switzerland's yields go lower and lower, but the Franc just strengthens. Difference is public debt. Switzerland is at 40% of GDP. Japan at 200%...
https://t.co/lw0Fnr0kOZ https://t.co/nVLKj6b4PT

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ぶらりまち♊️

@burarimachi

5 months ago

留まるところを知らないかの如き、長期国債先物の下落⤵️ #日本国債 #JGBs

日本経済新聞電子版（日経電子版）

@nikkei

5 months ago

長期金利2.8%、補正予算にすくむ国債市場　高市首相「編成視野」 https://t.co/6LwkcEYweF

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Tohid Mohammad Nejad

@Tohid_MN

6 months ago

If this image doesn’t concern you, you probably haven’t read its message yet. #JGBs #BondMarket #Japan

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Global Blockchain Business Council (GBBC)

@GBBC_io

6 months ago

GBBC member @digitalasset has joined #MizuhoFinancialGroup, #NomuraHoldings, and Japan Securities Clearing Corporation (#JSCC) to launch a proof-of-concept trial for digital collateral management using Japanese government bonds (#JGBs) 🇯🇵 See details👇 https://t.co/mTmnVz3ujI

GBBC_io's tweet photo. GBBC member @digitalasset has joined #MizuhoFinancialGroup, #NomuraHoldings, and Japan Securities Clearing Corporation (#JSCC) to launch a proof-of-concept trial for digital collateral management using Japanese government bonds (#JGBs) 🇯🇵

See details👇
https://t.co/mTmnVz3ujI https://t.co/nSnPiXzBBb

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ETMarkets

@ETMarkets

6 months ago

#Nikkei closes off record high, #JGBs wobble on #BOJ's hawkish hold #ETMarkets https://t.co/okSFVnPa3p

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Crypto_Dhragon

@Crypto_Dhragon

6 months ago

🇯🇵 A consortium of Japanese financial giants (@mizuhobank, @Nomura Holdings, and the Japan Securities Clearing Corporation (JSCC)) has launched a proof-of-concept (PoC) trial to use Japanese government bonds (#JGBs) as collateral on the @CantonNetwork. The trial aims to enable 24/7 real-time collateral transactions across borders while maintaining JGBs’ legal status under the Book-Entry Transfer Act and Financial Instruments and Exchange Act. Read more👇 #Crypto #JapanCrypto #CryptoNews #News #Blockchain #BlockchainNews #Tech #Japan #BlockchainDevelopment #JapanFinance #FinanceNews #AsianChannel #AsiaCrypto #AsiaFinance #Web3‌‌ #CryptoMarket #MarketStructure #AsianMarket https://t.co/UJaN9jLfkf

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Traders Community

@TradersCom

7 months ago

Japan Update: Not pretty: Japan's Nikkei -2.4% #Japan sold 10-yr #JGBs to weak demand, sending the 10-yr yield to a level not seen in more than 20 years. Foreign investors sold Japanese equities and JGBs aggressively into Japan's fiscal year end. Japan's March Monetary Base -11.6% yr/yr (expected -10.8%; last -10.6%) #USDJPY #EURJPY #AUDJPY

TradersCom's tweet photo. Japan Update: Not pretty:
Japan's Nikkei -2.4%
#Japan sold 10-yr #JGBs to weak demand, sending the 10-yr yield to a level not seen in more than 20 years.
Foreign investors sold Japanese equities and JGBs aggressively into Japan's fiscal year end.
Japan's March Monetary Base -11.6% yr/yr (expected -10.8%; last -10.6%)
#USDJPY #EURJPY #AUDJPY

Traders Community

@TradersCom

7 months ago

Week That Was – What Lies Ahead? War Game Theory - Monetary Disorder showing the consequences of extraordinarily loose financial conditions. - #JGBs and #yen under attack in a highly indebted Japan. - Deja Vu with popular levered European bond trades blowing up. CB: #Powell #Columbia #PMI #IranWar #JobsReport #hormuz #Easter #NFP Energy Crisis #Fertilizer #LNG #Coal Earnings: $NKE $MKC $CAG $LW $CALM #ASX #OOTT #oil #natgas #Gold #VIX #SPX #BTC $SLV #Silver #Platinum $GDX #ETH #USDJPY #EURJPY #AUDUSD https://t.co/OKqc1R4kwR

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Traders Community

@TradersCom

7 months ago

Week That Was – What Lies Ahead? War Game Theory - Monetary Disorder showing the consequences of extraordinarily loose financial conditions. - #JGBs and #yen under attack in a highly indebted Japan. - Deja Vu with popular levered European bond trades blowing up. CB: #Powell #Columbia #PMI #IranWar #JobsReport #hormuz #Easter #NFP Energy Crisis #Fertilizer #LNG #Coal Earnings: $NKE $MKC $CAG $LW $CALM #ASX #OOTT #oil #natgas #Gold #VIX #SPX #BTC $SLV #Silver #Platinum $GDX #ETH #USDJPY #EURJPY #AUDUSD https://t.co/OKqc1R4kwR

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Tradelo Trading

@TradeloTrading

7 months ago

Market Squawk: Trump extends Iran deadline as talks continue; Tehran calls US terms “one-sided.” Risk-off: equities drop, oil surges, Japan 10Y yields hit multi-decade highs. #CrudeOil #Rates #JGBs #MiddleEast

TradeloTrading's tweet photo. Market Squawk: Trump extends Iran deadline as talks continue; Tehran calls US terms “one-sided.” Risk-off: equities drop, oil surges, Japan 10Y yields hit multi-decade highs.
#CrudeOil #Rates #JGBs #MiddleEast https://t.co/KO9W4ERKgh

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Traders Community

@TradersCom

9 months ago

Update #Japan #Nikkei (-0.02%) touched a fresh record before ending little changed. - Longer-dated #JGBs outperformed, sending yields on 20-, 30-, 40-yr bonds to levels seen in early January. - January #PPI 0.2% m/m, as expected (last 0.1%); 2.3% yr/yr, as expected (last 2.4%) #USDJPY

TradersCom's tweet photo. Update #Japan
#Nikkei (-0.02%) touched a fresh record before ending little changed.
- Longer-dated #JGBs outperformed, sending yields on 20-, 30-, 40-yr bonds to levels seen in early January.
- January #PPI 0.2% m/m, as expected (last 0.1%); 2.3% yr/yr, as expected (last 2.4%) #USDJPY

Traders Community

@TradersCom

9 months ago

Week That Was – What Lies Ahead? Bubble Reset #NFP #CPI #Iran #ChineseNewYear #Japan Earnings: $F $KO $CSCO $SHOP $MCD $BP $AMAT $COIN $MRNA $ROKU $ENB $DUK $ALB $VALE $CCJ $AEM $CLF $DD $HOOD #ASX #OOTT #oil #natgas #Gold #VIX #SPX #BTC $SLV #Silver #Platinum $GDX #ETH #USDJPY #EURJPY #AUDUSD https://t.co/AsorhCDP7Y

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Corujão

@corujaofinance

9 months ago

O Banco Central do #Japão capitulou. Ao tentar subir os juros, quase quebrou o mercado de títulos soberanos (#JGBs). A lição para o mundo é clara e simples, a dívida global é tão grande que os juros reais não podem ficar positivos por muito tempo sem causar insolvência. A estratégia agora é inflacionar a dívida. O poupador conservador será o pagador dessa conta.