1 filters applied
Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 3 of 3
Distilling high-signal intelligence into digestible insights.
Deep-DivesGlobalShowing 3 of 3
> "The JGB 10-year, 20-year-forward rate tells a compelling story: A 373-basis-point climb since 2021 marks a structural shift in Japan’s bond market." > "Long-term buyers – insurers and pensions – have stepped back from their role as steady buyers in the super-long sector. In their place, short-term traders dominate, turning 30-year JGBs into tactical plays. The result? Heightened volatility, amplified by global…
#JPY #Yields
"The JGB 10-year, 20-year-forward rate tells a compelling story: A 373-basis-point climb since 2021 marks a structural shift in Japan’s bond market."
"Long-term buyers – insurers and pensions – have stepped back from their role as steady buyers in the super-long sector. In their place, short-term traders dominate, turning 30-year JGBs into tactical plays. The result? Heightened volatility, amplified by global…
#JPY #Yields
The old bond market adage is that 'yields will keep rising until something breaks".
In 2022/23, rising U.S. yields "broke" several banks by March 2023 (Silicon Valley Bank). Japanese yields are now at a 27-year high and going vertical. When does something "break" in Japan?
Source - Jim Bianco
