Asia Macro Weekly Resurgent Bond Yields Back In Focus

This weekly report analyzes the impact of surging global bond yields on Asian markets, highlighting the resilience of Asian local-currency bonds amid rising regional inflation.

Key Takeaways

• 1.Global bond yields are surging, with front-end sovereign yields losing their anchor and super long-dated DM yields reaching record highs, threatening risk assets.
• 2.Asian local-currency (LCY) bond markets have shown resilience against rising US Treasury yields due to fewer supply concerns and improved valuations after recent corrections.
• 3.Rising inflation, amplified by the Middle East conflict, remains the primary concern for Asian central banks, leading to hawkish policy shifts.

Table of Contents

• Key view
• Upcoming events & data
• Data calendar
• Forecasts
• Central bank meetings
• Recent insights
• Acronyms & abbreviations

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