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JGBS: JGB futures held a relatively tight range, edging back from the overnight
highs, and giving back more, finishing -11 on the day. The belly underperformed
in cash trade, with the long end's relative outperformance largely giving way in
the second half of the session, after a tighter average spread in the latest
15.5-39 Year JGB liquidity enhancement auction potentially provided some support
in the early part of the afternoon. Japan/local airlines are slowly imposing
travel restrictions on South Korea & China, but focus was on a couple of
isolated coronavirus cases in corporate environments. Elsewhere, PM Abe called
for sports & cultural events to be scrapped or pared back for 2 weeks, to try &
combat the virus. This came after a senior member of the Olympic IOC provided a
light warning re: the Tokyo Olympics scheduled for this summer.
- Our latest BoJ Insight piece highlighted our understanding that "the BoJ is
unlikely to react to the coronavirus outbreak when it meets in March, but
officials will look to the April meeting to see if there is a need to revise its
current baseline recovery scenario."
- 1-10 Year BoJ Rinban operations headline the local docket tomorrow.