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Regional-bank caution should keep credit transmission weak for smaller domestic cyclicals.
High confidence
A renewed energy bid could interrupt the cleanest disinflation path and challenge duration bulls.
High confidence
Risk sentiment is improving, but the move remains conditional on volatility staying compressed.
Medium confidence
Risk sentiment is improving, but the move remains conditional on volatility staying compressed.
Medium confidence
A stronger yen could unwind carry positioning and tighten risk conditions globally.
Medium confidence
Persistent geopolitical uncertainty should keep defensive positioning and hedges in demand.
Medium confidence
Regional-bank caution should keep credit transmission weak for smaller domestic cyclicals.
Medium confidence
A stronger yen could unwind carry positioning and tighten risk conditions globally.
Medium confidence