The US Federal Reserve will soon slow its open market purchases of fixed-income securities. These purchases have served to keep rates low and liquidity flowing, but as the post-pandemic economy heals, it’s time for the Fed to taper. As they step back from buying, who is going to step forward?
As Prime Minister Suga begins his administration, the message is one of continuity, but Abenomics may need a reboot after COVID-19. We examine what Suganomics may mean for Japan.
An opportunity may be arising in one of the forgotten corners of the global fixed-income market—Japanese inflation-linked bonds (JGBi), or “linkers.” Active global bond investors can take advantage.