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Foreign demand for Japan’s long bonds rises as yields climb, says Morgan Stanley
- Japanese authorities will welcome this interest
U.S. appeals court allows Trump tariffs to stay in place during legal challenge
- Trump’s broad tariffs can remain in effect while legal appeals continue.
Lutnick says reached a framework with China, if approved will implement Geneva agreement
- Lutnick: We have reached a framework to implement the Geneva Consensus, we’re going to go back and see if Trump approves it
Goldman Sachs expect Trump's tariffs to lift inflation despite easing pressures elsewhere
- GS say that US core inflation could climb to 3.5% by year-end
US treasury auctions $58B of 3 year notes at a high yield of 3.972%
- WI level at the time of the auction was 3.968%
More on Japanese Finance Minister Kato urging a variety of investors buy and own JGBs
- Kato spruiking Japanese Government Bonds as the BOJ trims back its buyings
Japan fin min Kato says will conduct fiscal policy appropriately
- Kato says need a variety of investors to hold Japanese Government Bonds
US CPI data due Wednesday, core expected just under 3% y/y
- US Core inflation is expected to have risen in May from April and still well above 2% target
Japan reportedly mulls buying back some super-long government bonds
- Reuters reports, citing two sources with direct knowledge of the plan
The comments from Jamie Dimon last week are worth repeating
- What Dimon said
This probably ends how it always ends
- There is always temptation to monetize
Japan faces growing pressure to tweak bond issuance strategy by July
- Thursday’s 30-year auction saw the weakest demand since 2023
Japan 30-year bond auction bid-to-cover ratio 2.92 vs prior sale 3.07 & 12-month Avg 3.39
- Japan 30-year bond sale draws its weakest demand ratio since 2023
BoJ confirms loss provision on bonds transactions was 100% for fiscal 2024
- Confirming the earlier report
Morgan Stanley forecasts 9% dollar drop by mid-2026 on 175bp Fed cuts, and slower growth
- Morgan Stanley forecasts EUR/USD to 1.25
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