Market Focus
Japan: Market Is Underpricing The BoJ’s Hiking Path
Stay underweight JGBs crosses as sticky inflation and improving growth momentum point to a higher terminal rate than markets expect. Japanese 2-year JGB yields have breached 1%, the highest since June 2008. BoJ Governor Ueda has signaled a likely rate hike at…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Base-level subscription for all clients. Includes Bank Credit Analyst, BCA Live (formerly BCA Live & Unfiltered), and BCA Daily Insights.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.