Core Viewpoint - The U.S. bond market is expected to remain volatile at high levels, with investment banks warning of a "calm before the storm" scenario, indicating potential trading opportunities in response to liquidity shocks [1] Group 1: Market Trends - The bond market has stabilized this week, suggesting a temporary lull in volatility [1] - The U.S. Treasury's safe-haven appeal is diminishing, prompting considerations for left-side long positions to be entered in phases [1] Group 2: Currency and Equity Insights - The Japanese yen and Japanese stocks have returned to a negative correlation, raising questions about whether the Nikkei index has reached a bottoming opportunity [1] - There are indications that gold and the Japanese yen may present new positioning windows for investors [1]
债市本周趋于平稳,投行警告“暴风雨前的平静”!美日、黄金将再度迎来布局窗口;日元汇率与日股重回负相关,日经指数是否已到抄底时机?美债避险属性明显减弱,左侧多单布局可考虑分批入场>>
news flash·2025-05-26 14:06