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Japan Treasury (JAPAN GOVT)
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bullish
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Macroeconomics
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07 Aug 2023 14:02
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Broker
Macro & Markets: Welcome back
Key summer developments at a glance: The Fed increased the funds rate by 25bp to the range 5.25-5.50%. The central bank signalled that it will...
Nordea
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245 Views
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bullish
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Cross Asset Strategy
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07 Aug 2023 13:33
Steno Signals #59 – When It Rains on Janet Yellen, It Pours!
Either you do Japan, or Japan will do you! We have been covering Japan extensively throughout the year and it saved us from being run over by a...
Steno Research
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268 Views
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bullish
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Cross Asset Strategy
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07 Aug 2023 09:35
Positioning Watch: From Japan with Love
As always, we are here to take you through the relevant positioning data that we have gathered throughout the week. This week marked the first...
Steno Research
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277 Views
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bullish
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Cross Asset Strategy
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07 Aug 2023 09:25
Portfolio Watch: Steep, Steeper, Steepest!
What a week in global fixed income! We thankfully rotated out of bonds and into cyclical exposures in steepeners, commodities, energy and...
Steno Research
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279 Views
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bullish
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Macroeconomics
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02 Aug 2023 16:23
Japan Watch: Flows in JPY and JGBs after the YCC decision
The change to the YCC-policy in Japan caught a majority of investors off guard, but so did the subsequent flows and moves in Japanese markets. We...
Steno Research
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280 Views
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