Research Briefing
23 Jan 2026
Japan Forecasters’ Mailbag – Soaring JGB Yields
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about why this is happening and what it means for Japanese policy.

You might also be interested in
-
US PCE Nowcast – Expect the hottest reading since early 2023
April's inflation trends reveal significant shifts in energy prices and core goods,... -
What the Middle East conflict has changed, and what it hasn’t
The US-Israel war with Iran reinforces a long-standing narrative but rewrites a... -
The economic slowdown driven by the Middle East conflict looks manageable
The duration of disruption to shipping traffic in the Strait of Hormuz... -
War uncertainty keeps US markets on edge ahead of CPI, retail sales, and refunding
Market stability is affected by ongoing geopolitical tensions and fluctuating oil prices.... -
A Changing US Fed Faces Sticky Inflation and Cracks in Consumer Strength
Yields may rise as inflation and geopolitical tensions persist, despite any short-term... -
Supply pressures resurface in Eurozone
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes...