Global Macro Analysis

The latest financial, market & economic analysis

Japan’s 30-year bond sale draws strongest demand since 2019, easing pressure on super-long yields

Japan’s 30-year auction cleared with a 4.04 bid-to-cover, the best since 2019, pulling the 30-year yield down to 3.39% and offering relief to a market braced for a potential BOJ hike in December.

4 Dec 2025, 10:02

Japan’s 30-year bond sale draws strongest demand since 2019, easing pressure on super-long yields

Fed signals leave the equity bounce fragile as inflation persists and AI optimism fades

U.S. stocks whipped from dump to pump in November on shifting rate-cut odds, but with inflation sticky and AI euphoria showing cracks, the rally is running on fumes. Unless growth, margins, and policy all line up, multiples face gravity.

1 Dec 2025, 09:12