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Mitsubishi UFJ Morgan Stanley Research Hub
Explore deep-dive financial analysis from Mitsubishi UFJ Morgan Stanley, featuring 4 comprehensive reports on global market trends. This hub provides insights into Japan's economic outlook, government bond yields, and essential weekly financial data.
4 reports available
Background to Behind the Curve Concerns
The JGB 2s10s yield spread remains wide due to 'falling behind the curve' concerns despite easing Middle East tensions. A narrowing of the spread likely requires a more aggressive rate-hiking stance from the BoJ to overcome political caution.
Japan Economic Calendar
A comprehensive schedule of Japan's economic releases and BoJ activities for the week of May 18, 2026, highlighting expected GDP growth and CPI stability.
Global Government Bond Yields Surging and Declining Liquidity
Government bond yields are rising sharply worldwide, with Japan experiencing notable curve steepening and anomalous movements in ASW spreads and inflation expectations. Analysts warn that declining market liquidity could amplify these yield increases beyond fundamental levels.
Japan Economic and Financial Weekly
JGB yields are rising as investors demand higher risk premia amid inflation volatility and a weak yen, making a BoJ rate hike in June 2026 increasingly likely.
All reports
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Background to Behind the Curve Concerns
Mitsubishi UFJ Morgan Stanley
Japan Economic Calendar
Mitsubishi UFJ Morgan Stanley
Global Government Bond Yields Surging and Declining Liquidity
Mitsubishi UFJ Morgan Stanley
Japan Economic and Financial Weekly
Mitsubishi UFJ Morgan Stanley