Inflation & Prices

Japan Breakeven Inflation Matches Record High Amid Weak Yen

  • Breakeven inflation has risen almost 25 basis points in 2024
  • GPIF, BOJ own about 70% of Japan’s small linker market

The yen touched a three-decade low against the dollar last month even after the authority ended its negative-interest-rate policy and yield-curve control.

Photographer: Kentaro Takahashi/Bloomberg
Lock
This article is for subscribers only.

A gauge for investor expectations of Japan’s inflation matched a record high as a weak yen keeps upward pressure on the cost of living.

The difference in yields between nominal 10-year government notes and securities linked to a change in consumer prices has widened about a quarter percentage point this year to 1.418%, matching a record high set in November, based on Bloomberg-compiled data going back to 2004 when Japan soldBloomberg Terminal the first inflation-indexed debt.