Fixed Income
Early Fed Nominee Would Raise Volatility And Test Policy Credibility…
UK Inflation Fears Are So 2024…
Fed Governor Pivots Raise Risk of July Cut, But Focus On Labor…
NOK NOK, Who's There? Rate Cuts…
Philly Fed: Muted Pricing Power, Weaker Orders Signal Recession Risk…
1
Fed Split On 2025 Cuts, But Cooling Data Supports Dovish Case…
Israel-Iran Tensions: June 18 Update…
UK Disinflation Trend And Labor Softening Boosts Bullish Gilts Case…
In this note, we reaffirm our underweight position in JGBs and long yen positions given the BoJ’s meeting overnight.
1
US Retail Worries…