周二，日本10年期政府债券收益率徘徊在1.43%左右，由于投资者权衡与美国重新出现的贸易紧张局势，收益率几乎没有变化。美国总统唐纳德·特朗普通过威胁对日本征收新关税，批评日本抵制进口美国大米，重新引发了贸易担忧。他还重申了对日本汽车进口征收25%的关税，理由是该国对美国的贸易顺差持续存在。就在关键截止日期前几天，市场正密切关注日本能否在下周恢复24%的互惠关税之前与华盛顿达成贸易协议。在经济方面，日本央行最新的短观调查显示，第二季度大型制造商的情绪意外上升，表明尽管外部压力不断增加，但潜在的弹性仍然存在。

Japan’s 10-year government bond yield hovered around 1.43% on Tuesday, showing little movement as investors weighed renewed trade tensions with the United States. US President Donald Trump reignited trade concerns by threatening new tariffs on Japan, criticizing its resistance to importing American rice. He also reaffirmed the 25% tariff on Japanese auto imports, citing the country’s persistent trade surplus with the US. The rhetoric comes just days ahead of a critical deadline, with markets closely watching whether Japan can reach a trade agreement with Washington before a 24% reciprocal tariff rate is reinstated next week. On the economic front, the Bank of Japan’s latest Tankan survey showed an unexpected uptick in sentiment among large manufacturers in the second quarter, indicating underlying resilience despite growing external pressures.