Bonds - JPY
JPY Bonds: Superlong opportunity; 20y spread richening
Superlong JGBs are seen outperforming in a rangebound environment. An extension in the richening trend could push the 20y swap spread back to zero.
JPY Swaps: Ultralong spreads tick up as 40y swaps trade
There has been trade in ultralong JPY swaps while 20-30 year spreads have edged up. The newest BOJ board member won't push for more easing.
JPY Swaps: Forward flow; Nomura pulls issue; TIBOR update
There has been trade in JPY forwards and spreads have dipped. Nomura pulled a USD bond issue after pricing amidst warnings of significant losses.
Asia-Pacific MTNs: Callables; Kangas; Equity-linked Urida...
Listing of structured bonds and vanilla bonds issued in the Asia Pacific markets over the past week.
JPY Swaps: Superlong flow; Long-end cheap post-BOJ?
There has been flow in JPY superlong swaps and longer spreads continue to push up. Some consider the long-end cheap as a result of pre-BOJ selling.
JPY Swaps: Spreads wider on rally; Superlong pessimism
JPY swap spreads have widened on the rally today after the BOJ widened its bond target range Friday. The superlong sector is seen underperforming.
Basis Swaps: EUR/USD bid as issuers seize the day
Borrowers seized the day today in an orgy of issuance that saw corporates at its core. Bids dominated EUR/USD, until they didn't.
JPY Swaps: Forward and superlong flow ahead of BOJ
There has been trade in JPY forwards and continued focus on the super and ultralong sectors as the market looks ahead to the BOJ meet later this week.
JPY Swaps: Spreads wide as correction follows Kuroda-driv...
JGBs are correcting after BOJ Governor Kuroda triggered a sharp surge Friday. Long-dated JPY swap spreads are at the top of their recent ranges.
JPY Bonds: 20y JGBs cheapest in 2y ahead of auction
20-year JGB yields are at attractive levels near 0.50%, heights not seen since December 2018, ahead of today's auction.