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Bond Watch – Kuroda the rug-puller.. What is priced in for BoJ?

Bond Watch – Kuroda the rug-puller.. What is priced in for BoJ?

Jan 16, 2023 | Watch Series

It is a BIG week in Japanese central bank history with widespread speculation of another increase to the trading range of 10yr JGBs in the yield curve control program. More than 35 bps are priced in, but will BoJ fail to deliver?

Steno Signals #6 – Is growth no longer relevant?

Steno Signals #6 – Is growth no longer relevant?

Mar 18, 2022 | Steno Signals

Inflation runs markets currently as it seems as if growth has become irrelevant for policy makers, but will such a narrative pass a reality test? I doubt it. Growth will re-enter the limelight soon!

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