Inflation - JPY

USDi: BEs tap themselves out of central bank Dove-Fest

BEs decided that enough is enough and tapped themselves out of today’s central bank dovish fest with a modest pull-back.

USDi: Markets squeeze dovish message out of Powell; BEs f...

The broader markets manage to squeeze a dovish message out of today's FOMC decision/Powell presser, and BEs followed suit by ending modestly higher.

USDi: All the stars aligned for BEs; Month-end buying FOMO

BEs had all the stars aligned to continue their recent uber-bullish run with month-end flows starting to filter in helping the move.

USDi: BEs stumble at the opening bell but come full circle

BEs saw some early session pockets of weakness, but managed to chop their way higher to end the session just a smidgen higher.

USDi: 10y Auction tailwinds continue to lift BEs

The tailwinds from last week’s stellar 10y TIPS market continued to propel the inflation market higher for the fourth consecutive session.

USDi: New Jan33 TIPS turn a blind eye to RY rally

Today’s $17bn 10y TIPS auction (Jan33s) was met with solid demand despite various headwinds, the most potent being rich/rallying RYs.

USD Swaps: Bad news is good news rally over? 10y TIPS auc...

USTs are consolidating a tad while equities sink lower as the ‘bad news is good news’ rally may have run its course. Banks preview 10y TIPS auction.

USDi: Soft PPI; BEs down as duration rally wins out; 10y ...

Today’s precipitous fall in nominal yields after a soft PPI along with weak risk tone kept BEs under pressure. Barclays previews 10y TIPS auction.

USDi: CPI hits the bulls eye; BEs flatten; 10y supply ann...

The December CPI data generally came right at consensus and left the BE curve mixed/flatter. 10y TIPS auction announced.

USDi: The quiet before the potential CPI storm

BEs traded in a choppy but contained range in a quiet interlude before a potential CPI storm tomorrow.