BOJ Goes From Stopping Advance in Yields to Battling Decline

  • Thursday marks first anniversary of yield-curve control policy
  • “Difficult to stem the drop in yields,” Mitsubishi UFJ says

Pedestrians walk past the Bank of Japan (BOJ) headquarters in Tokyo, Japan.

Photographer: Kiyoshi Ota/Bloomberg
Lock
This article is for subscribers only.

After spending a year trying to prevent benchmark yields from rising above zero percent, the Bank of Japan now faces the challenge of stopping them from falling too low.

Japan’s 10-year yield has gone from a one-year high in February to slipping below the BOJ’s targeted zero percentBloomberg Terminal level earlier this month amid a bout of global risk aversion stemming from North Korea tensions. While the central bank has cut backBloomberg Terminal on its debt purchases three times since mid-August, strategists question if that will be enough should global bonds keep rallying.