日本10年期政府债券收益率周四下跌约5个基点，至1.26%左右，此前日本央行如预期般将政策利率维持在0.5%不变。这标志着日本央行连续第二次没有政策变化的会议，因为官员们继续关注美国总统唐纳德·特朗普对日本出口依赖型经济征收关税的经济影响。央行还大幅下调了增长和通胀预测，降低了未来加息的可能性。日本央行现在预计2025年全年GDP增长率为0.5%，低于1月份预测的1%。在贸易方面，特朗普暗示与日本的双边贸易谈判取得进展，减少了对避险资产的需求。他还提到了与印度和韩国的潜在交易，并重申了对与中国达成贸易协定的乐观态度。

Japan’s 10-year government bond yield fell about 5 basis points to around 1.26% on Thursday after the Bank of Japan left its policy rate unchanged at 0.5%, as expected. This marks the BOJ’s second consecutive meeting without policy changes, as officials continue to monitor the economic implications of US President Donald Trump’s tariffs on Japan’s export-dependent economy. The central bank also slashed its growth and inflation forecasts, reducing the likelihood of future rate hikes. The BOJ now sees full-year GDP growth of 0.5% for 2025, down from January's forecast of 1%. On the trade front, Trump hinted at progress in bilateral trade talks with Japan, reducing demand for safe-haven assets. He also mentioned potential deals with India and South Korea, and reiterated optimism about a trade agreement with China.