#129: Pressure Mounting in the JGB Market

Published: April 21, 2022, 11 a.m.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

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I am your host Kristen Radosh of Arbor Research and Trading. Our commentator today is Jim Bianco of Bianco Research.

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Today Jim is going to discuss the biggest story that no one is talking about: the incredible pressure building in the Japanese Government Bond (JGB) and currency markets.
\n\u2022 The market is testing the Bank of Japan's Yield Curve Control. It is holding
\n\u2022 It is coming at a cost, the Yen is weakening fast
\n\u2022 What does it mean for US rates?
\n\u2022 How does this end?
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\nThank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
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\nFor further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.