Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

I am your host Kristen Radosh of Arbor Research and Trading. Our commentator today is Jim Bianco of Bianco Research.

Today Jim is going to discuss the biggest story that no one is talking about: the incredible pressure building in the Japanese Government Bond (JGB) and currency markets.
• The market is testing the Bank of Japan's Yield Curve Control. It is holding
• It is coming at a cost, the Yen is weakening fast
• What does it mean for US rates?
• How does this end?

Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

#129: Pressure Mounting in the JGB Market