Trial now
JGBS

Resilience Gives Way

JPY

Market Sentiment Provides Key Driver

JAPAN DATA

Japan Oct Household Spending Down 0.6% y/y

Coiling, Supply In Focus On Friday

AUSSIE BONDS

YM +1.0, XM +1.5 in Sydney, with little to report. One point of note is that Japanese investors shed a record net Y643bn of Australian government bonds in the month of February, per Japan's latest round of BoP data, representing the first monthly round of net selling witnessed since Feb '20 (this comes after a record annual net purchase amount in calendar 2020).

  • The release of the weekly AOFM issuance slate & A$800mn of ACGB 0.25% 21 November 2025 supply headline locally on Friday.
MNI London Bureau | +44 0203-865-3809 | anthony.barton@marketnews.com
MNI London Bureau | +44 0203-865-3809 | anthony.barton@marketnews.com