realise Archives - Citizen Watch Report

How long till the BoJ realise they will need to hike to help address this disease in the long end?

July 14, 2025 12:21 pm

Epic move in JPY rates to start the week. Ultra long fwds (20y10y here) exploding in the bear steepening move.. up 25bps this mng, and 50bps in July. How long till the BoJ realise they will need to hike to …

The squeeze is going to be so spectacular once they realise every other currency is in a far worse condition relatively to the USD

June 17, 2025 12:33 pm

The squeeze is going to be so spectacular once they realise every other currency is in a far worse condition relatively to the USD https://t.co/wttGiwYG8t — JustDario 🏊‍♂️ (@DarioCpx) June 17, 2025 Global central banks are cutting rates: World central …