As term premia reprice higher, a modest increase in duration is warranted, however, we think the opportunities lie at the...
Yield Curve
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Research Briefing
The divergence in yield curves across markets has been notable, with most experiencing significant upward shifts in the last two...
Research Briefing
The Bank of Japan enhanced its funds-supplying operations in January, after widening the tolerance band for 10-year JGB yields in...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
Policy divergence will continue to be a key theme in global FI markets in 2023. Whereas we pencil in a...
