In today’s briefing:
- Ohayo Japan| Reality Check from Higher Yields; NUGGET: Yield Game – Japanese Investors on the Hunt
Ohayo Japan| Reality Check from Higher Yields; NUGGET: Yield Game – Japanese Investors on the Hunt
- OVERSEAS. Ongoing Focus on Rising Yields As Equities fall(again); US10Yr hits 4.19% as US Gov ramps up borrowing; China continues to shore up Economy; Resilient Apple, Amazon Earnings.
- JAPAN. Nikkei Futures -0.5% vs Cash; USDJPY 142.5; BOJ Emergency Bond Buying to slow rapid yield rise; Nikkei sheds 1200 points in 2 days in risk off – still+23%YTD.
- NUGGET. Another sign that Japanese investors are not standing still as domestic inflation takes hold – Record purchases of high-yielding (+high risk!) currencies in the first half of the year.
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