Japanese investors sold $29.6B in US Treasuries in Q1 2026, the largest quarterly dump since 2022, driven by rising domestic yields and BOJ policy shifts.

Japanese investors sold $29.6B in US Treasuries in Q1 2026, the largest quarterly dump since 2022, driven by rising domestic yields and BOJ policy shifts.

Yields for 10- and 30-year JGBs have soared to the highest levels since the 1990s, and the central bank is expected to tighten for the fifth time since 2024.