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Japan megabanks signal return to JGB buying as yields rise and markets stabilise
Japan’s megabanks see higher yields restoring the appeal of JGBs,…
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Recap: BoJ policymaker flags need for further hikes as inflation nears target
Masu’s comments reinforce a more hawkish tilt at the BoJ,…
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BoE’s Pill: There’s a risk that we draw too much comfort from dip in inflation
There’s a risk that we draw too much comfort from…
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How have interest rate expectations changed after this week’s events?
Rate cuts by year-end Fed: 58 bps (77% probability of…
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Latest Posts
- US-Canada trade talks collapse as 50% tariffs take effect, Carney vows retaliation

- New Zealand July trade balance NZ$-1.95 billion (prior 23mn)

- Australia private sector growth softens as cost pressures intensify in August

- US yields push back up, looks to challenge “Bessent put”

- US Treasury move risks creating unintended consequences for markets and the economy

