All Eyes On The Jay Gee Bee

By TF 4 Comments | 3 Likes We've been discussing the surge in global long rates for the past week or so and the late Friday downgrade of US debt only served to increase attention. Duration in Japan is now seeing a continuation of the selloff that began months ago and it's beginning to spark all sorts of concern regarding what the BoJ might do next. At issue is the proverbial rock-and-hard-place for the BoJ and...

May 20, 2025 - 16:14
 0
All Eyes On The Jay Gee Bee

By TF

4 Comments | 3 Likes

We've been discussing the surge in global long rates for the past week or so and the late Friday downgrade of US debt only served to increase attention. Duration in Japan is now seeing a continuation of the selloff that began months ago and it's beginning to spark all sorts of concern regarding what the BoJ might do next.

At issue is the proverbial rock-and-hard-place for the BoJ and...