What happened No end in sight for the long end. 30Y JGBs surged past the 3%-handle last week following a string of weak debt auctions amid sticky domestic inflation prints, while 10Y JGBs hover aroun...

What happened Pending negotiations, there is the risk of US imposing 50% tariff on imports from Europe beginning 9 Jul. This shift in trade policy marks a notable escalation in tensions across the At...

Normalising the radical. It was once upon a time outlandish to even imagine that the US would force some of America’s foreign creditors to swap their bills and other short-term US debt into ul...