Edward BallsdonSep 241 min readJAPAN: Change in bond and FX sentiment?RESEARCH CONTENTSome key considerations for the valuation of JGBs and Yen, including analysis of:InflationBOJ QEDomestic funding of JGBsPrivate Sector Credit growthSimple Real YieldsPlus outlook for JGBs and the Yen
RESEARCH CONTENTSome key considerations for the valuation of JGBs and Yen, including analysis of:InflationBOJ QEDomestic funding of JGBsPrivate Sector Credit growthSimple Real YieldsPlus outlook for JGBs and the Yen
"When the facts change...."RESEARCH CONTENT John Maynard Keynes is often credited with saying “When the facts change, I change my mind. What do you do, sir?” This...
October Cross Market ChartsRESEARCH CONTENT Chart pack that looks at key fixed income, fx and commodity markets, looking for new price and momentum signals. Key...
UK Inflation - BoE behind the curve? RESEARCH CONTENT Data within the GDP release show the strong disinflationary trends in the UK economy. This piece argues that the BoE is...
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