(Japanese) Bonds, Bonds, Bonds
Bond markets have been on a wild ride. After a rally heading into the year, yields have recently risen sharply on better growth and sticky inflation data. The bond story has also been joined by a character not seen in many years: Japan. What lies ahead for global bond markets—and especially JGBs given the impending shift in BoJ leadership—and the implications for other assets and investors’ portfolios is Top of Mind.