Jun Fukashiro
Jun Fukashiro
betting buying lose notes rose thinking time trade value yields
The time to reconsider the value of five-year notes arrived. I am thinking about buying five-year notes as their yields rose too much. A trade betting on flattening is about to lose its charm.
bonds change expected investors monetary policy sooner thinking
Investors are thinking the BOJ may change its monetary policy sooner than expected and that's why bonds are falling.
bank bond central decline keeps monetary risk shifting strength yields
The yen's strength is a shackle for the central bank that keeps it from shifting monetary policy. There's a risk bond yields will decline in the long run.