In this discussion, Ayako Fujita, J.P. Morgan's Head of Japan Economic Research, and Takafumi Yamawaki, expert on super long-end JGBs, join Tim West, Head of DMGIS Rate Sales for APAC. They delve into the factors driving the sell-off in long-end Japanese Government Bonds, exploring supply-demand dynamics and rising yields. The trio highlights challenges faced by the Bank of Japan, investor behavior shifts, and the impact of Japanese yields on global markets, offering invaluable insights into the evolving bond landscape.
