We see intervention in Asian FX markets from the morning, but could such activity turn into a headache for the Fed? Meanwhile, European inflation data is key during the shortened Easter week!
USD Liquidity Watch: Treasury selling due to bank reserves influx?
The liquidity conditions will likely worsen in US Treasury markets, and it is now a topic that is being addressed continuously by Fed members. Will the Fed opt to “suspend” the supplementary leverage ratio again?
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US Treasury Watch: An opportunity of a decade or still the pain trade?
Treasuries have tumbled as 10- and 30-year yields touched their highest in 16 years. Meanwhile, the US Dollar keeps steaming ahead. Is now a golden opportunity for buying bonds or will supply surmount demand, and can the USD extend its streak of strength?
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Japan Watch: The Flight Back Home
Japan remains a MUST watch as a risk taker in the West. With the potential scrapping of the YCC policy and the recent recall of capital to domestic markets, could this be a potential time bomb for Western markets? Here is how we monitor the situation.
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