The report discusses the US fixed income market, focusing on rates, government bonds, swaps, and rates volatility. It highlights the challenges in the market, the potential for Japanese financial sector demand for overseas securities, and the impact of historical bullish flattening on inflation. The report also provides insights into market trends and investment strategies, suggesting a preference for buying dips and avoiding shorting the front end.
doj/DataSet10/EFTA01385919.pdf
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