グローバル・フィクスト・インカム・ストラテジー
Strategy Report
The BoJ Is Strategically Dovish
This week’s report looks at Japan, with the recent BoJ meeting. While a trade war has injected uncertainty into the Japanese economy, our conviction remains high that JGBs will underperform other government bond markets, and the yen will ultimately rally. That said, JPY is due for a tactical pullback.
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