Bloomberg MLIV analysts discussed the rally in Japan long bonds on the opening trade show.

Japan's June exports to Asia rose 22.7% year on year, according to MOF data.

President Trump said he would handle a possible Red Sea blockade if it occurs.

Japan PM Takaichi aims to achieve real growth above 1% and nominal growth above 3% as soon as possible, targeting higher growth ahead.

Japanese politicians' remarks on GPIF eased a bond yield surge, though the future direction remains unclear.

The Bank of Japan may consider shifting its risk assessment of the economy, according to people familiar with the matter.

Japan's Prime Minister Takaichi said the GPIF conducts nimble portfolio rebalancing, such as shifting from foreign to domestic assets when the yen depreciates against the dollar.

Japan's Finance Minister stated that the upcoming economic plan has not been finalized with the ruling coalition and declined to comment on its wording.

The yield on the 10-year Japanese government bond rose 0.5 basis points to 2.715%.

Japan's 20-year government bond yield rose to 3.595%, continuing the upward trend in Japanese government bond yields.

The 10-year Japanese government bond yield rose 0.5 basis points to 2.690%.

Japan's weekly capital flows for the week to July 10 show Japanese investors net buying foreign bonds and stocks, while foreign investors net bought Japanese bonds and stocks.

Foreign investment in Japanese stocks reached 745.6 billion yen, and Japanese foreign bond investment reached 1,090.1 billion yen for the week to July 11.

Japan PM Takaichi denies link between draft economic blueprint and surging bond yields, attributing market moves to broader factors.

Japan's 20-year government bond auction showed stronger demand than the 12-month average amid elevated yields.

Bloomberg Markets selected five weekly topics including comments on GPIF by Katayama, the bankruptcy of Zenshin, and inflation experts predicting a rate hike.

The Bank of Japan may revise up its fiscal 2026 economic growth forecast in its July quarterly report while maintaining its focus on inflation overshoot risks.

The Japanese government signals it wants the GPIF to increase domestic investment, lifting local government bonds and the yen.

Strategists expect Japanese assets to benefit after Finance Minister Katayama encouraged pension funds, including GPIF, to increase domestic investment.