Particle.news
Download on the App Store

Japan Approves Record ¥122.3 Trillion Budget, Slashes Super‑Long Bond Supply

Officials move to steady yields through shorter issuance alongside a higher interest‑rate assumption.

A store staff member tries to attract customers outside a store in Tokyo, Japan, May 15, 2025.  REUTERS/Issei Kato
A Japanese flag flutters atop the Bank of Japan headquarters in Tokyo, Japan  December19, 2025. REUTERS/Manami Yamada/File Photo
Sanae Takaichi, Japan's prime minister, speaks during a press conference at the prime minister's office in Tokyo, Japan December 17, 2025. Kiyoshi Ota/Pool via REUTERS/File Photo
Japan's Prime Minister Sanae Takaichi has advocated big government spending to spur economic growth

Overview

  • The cabinet set super‑long JGB issuance at about ¥17.4 trillion next fiscal year, the lowest in 17 years after a reduction of nearly one‑fifth.
  • Total JGB supply will be about ¥180.7 trillion, roughly 5% below the current year, with more two‑ and five‑year notes and no increase in 10‑year bonds.
  • New bond issuance will edge up to ¥29.6 trillion as the debt dependence ratio falls to 24.2%, the lowest since 1998.
  • Debt‑servicing costs are projected to jump 10.8% to ¥31.3 trillion based on a 3.0% assumed interest rate, the highest assumption in 29 years.
  • From June the government will hold annual market hearings, as Prime Minister Sanae Takaichi underscores fiscal discipline to address investor concerns over elevated JGB yields.