RESEARCH CONTENT
Much has been discussed about the BoJ tightening MonPol and tapering their QE program. This note delves into the data and hard numbers to discuss:
Private sector credit growth trends
outlook for ZIRP and inflation
The announced QE and impact on future government bond supply and demand dynamics
Opportunities with respect to the Yen and JGBs
RESEARCH CONTENT This report highlights some interesting data and financial market moves, including: Recent US Household debt data Price...
RESEARCH CONTENT Post the significant market turmoil, this note highlights thoughts regarding Fixed Income: Valuation and trends for...
RESEARCH CONTENT Follow up to November’s macro research on Canadian debt and inflation dynamics and financial markets: Whilst there...
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