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: JGB yields rose sharply on Friday following comments from BoJ Gov Kuroda,
suggesting that the BoJ may consider exiting its ultra-loose monetary policy
stance around FY19.
- Barclays believe that the "market overreacted given that the actual comments
were conditional on CPI inflation reaching the 2% price stability target at that
time." Barclays suggest that today "could see buybacks overall, led by futures,
where there was a switch to the buy side at the end of last week. The BoJ is not
scheduled to hold any buying operations today. This week's highlights include
the 30y JGB auction on Tuesday and a two-day BoJ MPM ending on Friday (we expect
policy to remain intact)."
- Focus will likely be driven by risk-on/off flows stemming from the Italian