Japan
Global Rates: Sideways Or Lower…
From steepening to flattening. As the BoJ continues to tighten in 2026, we show why curve flatteners are finally the right trade.
Japan: BoJ Tightening Path Still Underpriced…
Flash PMIs Reinforce Subdued Global Backdrop…
BoJ Tightening Still On Track Despite Key Survey Miss…
Japanese financial assets will finally have unfettered access to outsized returns. This performance will come in fits and starts, but we are comfortable laying our cards down on buying the yen, and Japanese industrial stocks.
Japan: Market Is Underpricing The BoJ’s Hiking Path…
Flash PMIs Suggest Sluggish Global Growth…
Timing The Next JPY Intervention…
Japan: Weak Growth, Improving Momentum…