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JGBS: The super-long end of the JGB curve underperformed on Friday, as the
advances in US-North Korean dialogue & the weaker yen weighed on longer dated
- The BoJ's latest MonPol decision was a non-event.
- The US curve bear-steepened on Friday in lieu of the strong headline NFP print
in the latest labour market report.
- Barclays suggest that "with the selloff in US Tsys over the weekend, today
could see risk-on sentiment cap the JGB market's upside, but we expect
relatively firm trade overall on favourable supply and demand. The BoJ is
scheduled to hold buying operations for 5-10y and 10y+ issues. We expect the
sizes to be unchanged, but do see a risk of a reduction given the swing toward a
weaker yen. Other highlights this week include the 5y JGB auction, 20y JGB
auction and the JTUC's first estimates of the "shunto" spring wage negotiation