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Japanese bonds may rise for a fifth day, their longest rally in eight weeks, on speculation the central bank will ease monetary policy to bolster the economy.
Benchmark 10-year debt is likely to erase this month’s loss after the Nikkei newspaper said the Bank of Japan may buy more short-term government notes. The Finance Ministry will sell 2.6 trillion yen ($31 billion) in two-year securities today.
“If market participants are inclined to think the central bank will maintain its very accommodative policy for longer, yields on medium- to long-term bonds will drop,” Kazuhiko Sano, chief strategist at Tokai Tokyo Securities Co., wrote in a report today. “Increasing buying of long-term bonds is one option, though it’s a double-edged sword.”
Ten-year bond futures for December delivery finished at 142.94 in London yesterday, compared with 142.83 at the 3 p.m. close at the Tokyo Stock Exchange. The contract will open for trading at 9 a.m. Tokyo time.
The benchmark 10-year bond hasn’t traded yet today at Japan Bond Trading Co., the nation’s largest interdealer debt broker. The yield on the 1 percent bond due in September 2020 dipped half a basis point to 0.99 percent yesterday. A five-day gain for the bond would be the longest advance since Aug. 4.

The yield has advanced 1.5 basis points this month. A basis point is 0.01 percentage point.
The Bank of Japan may discuss more steps to ease monetary policy at its two-day meeting starting Oct. 4, the Nikkei reported today, without saying how it obtained the information. The BOJ may increase purchases of short-term government notes and boost lending to financial companies, Nikkei said.
Auction Demand
The prior sale of two-year notes on Aug. 26 drew bids valued at 4.75 times the amount on offer, compared with a so- called bid-to-cover ratio of 5.67 in July. Primary dealers, which are required to bid at government debt sales, often reduce holdings of bonds in case prices decline before they can pass on the new securities to investors.
The 1 percent bond due in September 2020 closed at 100.04 to yield 0.995 percent Sept. 27, according to the Bloomberg Yen Bond Fixing Price. The level is an average rate set at 6:30 p.m. in Tokyo by Daiwa Securities Capital Markets Co., Citigroup Global Markets Japan Inc., Mizuho Securities Co. and Mitsubishi UFJ Morgan Stanley Securities Co.
To contact the reporter on this story: Masaki Kondo in Tokyo at mkondo3@bloomberg.net.
To contact the editor responsible for this story: Rocky Swift at rswift5@bloomberg.net
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