Australia and Japan Set to Lead Global Bear Steepening
This week, the decisions and guidance from the ECB and BOJ have caused disruptions as they were out of consensus. The yield curve for Europe and...
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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...
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Out of the Box #14: 4 Reasons Why Curve Steepening Is Now on the Cards
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
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5 Things We Watch: Downgrades, Cyclicals, Oil, JGBs and GDP/GDI
A credit downgrade of the US sovereign debt amidst a steepening of global curves triggered by the Bank of Japan finally making mini-steps towards...
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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...
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