BRIDS Weekly Update Economic & Fixed Income Research Monday, September 7, 2026
Yen appreciation raises deleveraging risks, but Fed policy and speculative positioning point to less persistent unwind than 2024.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Aug 24, 2026
Treasury buybacks and JPY support may provide temporary relief to UST yields but appear unlikely to have a durable impact. Fed balance-sheet...
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BRIDS Market Pulse: Chart of the Week – ISAT 3-Year Forward PE Multiple Band
JCI rose 1.93% wow to 6,525.69, its best weekly gain in five weeks, with the advance broadening beyond the commodity and small cap names that had...
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BRIDS Weekly Update Economic & Fixed Income Research Tuesday, Aug 18, 2026
Fiscal priorities are being rebalanced toward education and social protection, following the broad spending ramp-up seen in 2026.
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Macro Strategy: Maturity vs Yield: The Reinvestment Effect
Macro Strategy Maturity vs Yield: The Reinvestment Effect. Large SBN maturities support lower yields, but sustained declines require favorable...
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