Equities haven’t fully broken, but DM rates and real estate are already weak. JPY/JGB divergence and oil-led rates pressure keep the week-ahead map defensive.
Notes:
w18notes.com/en/notes/tok...
@w18notes.bsky.social
@w18notes.bsky.socialEquities haven’t fully broken, but DM rates and real estate are already weak. JPY/JGB divergence and oil-led rates pressure keep the week-ahead map defensive.
Notes:
w18notes.com/en/notes/tok...
@w18notes.bsky.socialJPY strength and USD weakness lead, but bond confirmation is incomplete. US/EU real estate and credit stay fragile, while commodities remain firm.
Late post — the site was updated around 20:30 JST.
Notes:
w18notes.com/en/notes/tok...