Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
Reporting on key macro data at the time of release.
Real-time insight on key fixed income and fx markets.
- Emerging MarketsEmerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
- MNI ResearchMNI Research
Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
- About Us
JGBS: Early trade Thursday saw JGBs draw support from the short Chinese
communique re: U.S. trade matters, with a degree of buy the rumour sell the fact
creeping in. A subsequent move lower in JPY crosses and the Nikkei 225 added
further support to the space in early trade. Futures breached Wednesday's
opening high, before closing the AM session shy of best levels, while shorter
dated paper through to the belly outperformed in cash trade, ahead of 30-Year
supply. 30-Year JGB yields edged lower in the wake of the auction as the cover
ratio edged higher & the tail narrowed vs. the prior auction. Also worth noting
that the low price topped the exp. of the BBG dealer poll. This continued
through the afternoon, with the curve flattening as a result, while futures
stuck to a tight range.
- Little reaction to comments from BoJ Gov. Kuroda, as he made no major
alterations to his assessment of the economy. The market also paid little
attention to the BoJ upgrading its assessment of 2 regions in its latest report.
- Lower tier data today, with focus turning to next week's domestic CPI print,
an address from BoJ's Kuroda & Amamiya & the usual BoJ Rinban ops.