In today’s briefing:
- Japan Watch – The YCC Time Bomb for Western Fixed Income
Japan Watch – The YCC Time Bomb for Western Fixed Income
- The risk of a severe change of policy in Japan remains clearly underpriced after Kazuo Ueda has officially been announced as the next BoJ governor
- Traders and investors are still disliking the Yen amid higher inflation, pressure on JGB yields and global turmoil
- US and French fixed income markets seem more vulnerable to a permanent turn-around of flows
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