In today’s briefing:
- Japan Watch: The Flight Back Home
Japan Watch: The Flight Back Home
- The increase in Japan’s borrowing costs does pose a threat to further fluctuations in global bond markets.
- Given the immense holdings of Treasury bonds by Japanese investors and institutions, this could be a worrying reading for US investors.
- Both medium- and long-duration Treasuries have become unattractive as hedging costs have eaten away the upside.
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