Read on the Trading Floor - 13 Mar 2024
Today’s focus… BoJ, Taxes, Watches and much more
Macro Themes At Play
Theme 1 - BoJ
Theme 2 - Recession signs under the hood?
Theme 3 - Taxes
Further reading and listening of note
Theme 1 - BoJ
Japanese 2yr bond at levels last seen in 2011 as manufacturi…