more detailed insights into the ongoing
#JapanBondMarketSell-Off — combining recent news and deeper structural context so you clearly understand what’s driving this event, how markets are reacting, what authorities are considering, and why it matters globally.
What are Japan's policy options to soothe its bond rout?
Japan's 40-year bond yields surpass 4% for first time
Today
January 20
1) Why the Sell-Off Has Intensified Recently
Fiscal policy & election uncertainty
Prime Minister Sanae Takaichi announced a snap election for February 8, 2026, along with plans for a two-year suspension of the f