Our latest macroeconomic insights Capital Daily Reconciling our latest forecasts for JGBs and the yen Although the 10-year JGB yield has dropped back by about 10bp since the Bank of Japan refrained this week from abandoning Yield Curve Control, we think the yield will rebound when – or quite possibly... 20th January 2023 · 6 mins read Asset Allocation Update Is China’s stock market still relatively appealing? The powerful re-opening rally in China’s stock market has eroded a large part of the valuation gap that led us to judge that equities there were relatively appealing a couple of months ago. That said... 18th January 2023 · 5 mins read Asset Allocation Update Yields elsewhere point to a bit more pressure on JGBs We think that the prevailing yields of high-grade 10-year government bonds in other major developed markets support the idea that the 10-year Japanese government bond yield would rise a bit further... 17th January 2023 · 4 mins read Global Markets Update How abandoning Yield Curve Control would affect JGBs We think the yield of 10-year Japanese Government Bonds would rise to at least 1% if the Bank of Japan decided to abandon Yield Curve Control, which could conceivably happen as soon as tomorrow. But... 17th January 2023 · 3 mins read Pagination Previous … Page 97 Page 98 Page 99 Page 100 Current page 101 Page 102 Page 103 Page 104 Page 105 … Next
Capital Daily Reconciling our latest forecasts for JGBs and the yen Although the 10-year JGB yield has dropped back by about 10bp since the Bank of Japan refrained this week from abandoning Yield Curve Control, we think the yield will rebound when – or quite possibly... 20th January 2023 · 6 mins read
Asset Allocation Update Is China’s stock market still relatively appealing? The powerful re-opening rally in China’s stock market has eroded a large part of the valuation gap that led us to judge that equities there were relatively appealing a couple of months ago. That said... 18th January 2023 · 5 mins read
Asset Allocation Update Yields elsewhere point to a bit more pressure on JGBs We think that the prevailing yields of high-grade 10-year government bonds in other major developed markets support the idea that the 10-year Japanese government bond yield would rise a bit further... 17th January 2023 · 4 mins read
Global Markets Update How abandoning Yield Curve Control would affect JGBs We think the yield of 10-year Japanese Government Bonds would rise to at least 1% if the Bank of Japan decided to abandon Yield Curve Control, which could conceivably happen as soon as tomorrow. But... 17th January 2023 · 3 mins read
