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Clip: t-bills remain the best game in town
The Q4 refunding announcement has relieved rate pressure across the Treasury curve. Yet, debt levels and funding needs remain very high in the face of...
November 4, 2023, 10:28 am
Agnc: better preferreds elsewhere except for agncl
We discuss the horrendous book value result for AGNC in the context of its preferreds. Higher rates are not the main cause of the decline in book valu...
November 3, 2023, 10:22 am
Quiet start as the final day of the week gets going
Yesteday, the NZD, CAD and AUD were the strongest of the major currencies as "risk on" flows dominated with the giddy stock markets. The USD and the C...
November 2, 2023, 11:44 pm
3 short-term bond etfs your portfolio needs today
Bond ETFs are a fickle bunch. Inverted yield curves mean many of the biggest options saw massive drawdo...
November 2, 2023, 1:49 pm
Us yields continue to move lower. two-year yield down to lowest level since september 8
US yields continue their move lower:2-year yield 4.924% -14.6 basis points5-year yield 4.620%, -19.8 basis points10-year yield 4.706% -16.8 basis poin...
November 2, 2023, 12:49 am
Three major rates decisions in one oeek
● Rising yields may affect the BOJ's decision to control the yield curve.● Market expectations and ...
November 1, 2023, 8:57 am
"boj will leave interest rates on hold until q2 2024 at the earliest"
Commonwealth Bank of Australia with thier response to the Bank of Japan yesterday, in summary:The Bank of Japan (BoJ) kept its policy rate unchanged a...
October 31, 2023, 11:47 pm
Usd/jpy on cusp of testing 2022 high as boj only tweaks ycc
USD/JPY trades to a fresh yearly high (151.70) even as the Bank of Japan (BoJ) tweaks its yield curve C...
October 31, 2023, 7:59 pm
Usd broadly stronger and us treasury yields push higher
BoJ loosens grip on yield curve control policy. Despite that, the yen shows a notable decline. US emplo...
October 31, 2023, 7:29 pm
Usd/jpy: a reversal of widening yield differentials with the us should support the yen – standard chartered
The Bank of Japan (BoJ) tweaked its yield curve control policy (YCC). USD/JPY rallied after the BoJ’s...
October 31, 2023, 4:02 pm
Bank of japan in talks over interest rates and wage growth
Jim Leaviss, Chief Investment Officer for Public Fixed Income at M&G, noted: It feels like the market is anticipating a modification to ...
October 31, 2023, 12:18 pm
Usd/jpy analysis: playing with fire continues
Yesterday, the Nikkei newspaper reported that the Bank of Japan is considering adjusting its yield curve...
October 31, 2023, 9:33 am
Eurjpy speeds up after boj’s flexible tone
EURJPY gains strong momentum; recoups previous losses Technical signals improve but major resistance intact EURJPY sped up to the 159.00 area on Tuesd...
October 31, 2023, 9:15 am
Fx daily: bank of japan’s slow move to the exit keeps jpy soft
(MENAFN- ING) USD/JPY is higher in Europe after the BoJ made the lightest of tweaks to its yield curve ...
October 31, 2023, 8:29 am
Bank of japan marginally tweaked yield curve controlpolicy
Markets Energy-related base effects caused significant slowdowns in headline inflation figures for the likes of Spain, Belgium and Germany, making way...
October 31, 2023, 7:44 am
Yen feels the heat as boj’s yield cap redefinition underwhelms
Japanese Yen is facing renewed pressure following BoJ’s policy announcement, where expectations for significant changes were left largely unmet. Ins...
October 31, 2023, 4:49 am
The boj underdelivers once again
Heading into the policy decision, market expectations were brought up in anticipating a change to the 10-year JGB yields ceiling i.e. from 1% to perha...
October 31, 2023, 4:15 am
Bank of japan october 31 statement - full text
Full text:Statement on Monetary PolicyAlso, this added to it:(Reference) Further Increasing the Flexibility in the Conduct of ...
October 31, 2023, 3:50 am
Jpmorgan securities japan expects boj to start tweaking policy in 2024, remove ycc first.
A snippet from JPMorgan Securities Japan via an analyst interview with CNBC:expects the Bank of Japan to start tweaking policy in 2024starting with th...
October 31, 2023, 3:15 am
Usd/jpy finds support above the 149.00 mark ahead of boj rate decision
USD/JPY holds ground above the 149.00 psychological mark ahead of the key event. Nikkei reported that BoJ may tweak its ...
October 31, 2023, 12:29 am