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Fixed Income Commentary

North America trip report: Heightening of Middle East tensions rekindles concerns about inflation and fiscal policy

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North America trip report: Heightening of Middle East tensions rekindles concerns about inflation and fiscal policy

Key points

  • We spoke with a variety of overseas investors based in North America (US and Canada) on March 16-20, both in-person and remotely

  • Discussions centered on heightened Middle East tensions, and they seemed surprised at JGB market’s subdued initial reaction

  • Investors are bearish on JGBs and asked about XCCY basis, currency intervention, PM Sanae Takaichi’s US visit, Japanese defense spending, and consumption tax cut

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