top of page

The JGB Sell-Off is Risk-On

  • isometry
  • Feb 13, 2015
  • 1 min read

JGBs. The 2s10s curve is flat. The market is selling the long end. Where is that money going to go?

jgb selloff.jpg

The precedent is flow into EM bonds, and they are priced right.

EM CDX.jpg


 
 
 

Comments


Follow Us
  • Twitter Long Shadow
  • Google+ Long Shadow
  • Facebook Long Shadow
  • LinkedIn Long Shadow
Search By Tags
 
Emerging Markets
High Yield
Complexity
Tail Events
 
 

 Copyright © 2014-2018 Four Pawns Capital Management, LLC.  All Rights Reserved.

Credit  

Tails

bottom of page