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JGBS: Monday's session saw the super-long end experience some light
outperformance while the rest of the JGB curve was largely unchanged, as the
BoJ's 5-25+ Year Rinban ops passed smoothly.
- US Tsys bull flattened on Monday, US 3 & 10-Year supply was well digested.
- Focus today will fall on 5-Year JGB supply, with US CPI due out in NY hours.
- Barclays suggest that "today could see buyers take the upper hand around the
long end of the JGB curve after USTs bull-flattened overnight. We expect the 5y
auction (JS135) to clear without a hitch assuming yields near current levels (WI
close on 12 March: -0.105%). Given the solid supply and demand into the FY-end,
the auction should spur a certain level of demand. That said, absolute and
relative valuations do not appear particularly cheap, undermining their