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12:02
Sep 15
Sep 15
Own duration outside US, especially Europe/UK
She prefers duration outside the US because risk-reward is better without the US AI supply narrative. Europe is more sensitive to gas and oil prices, UK growth is particularly weak, and Japan could become interesting if the BOJ hikes and gets ahead of the curve. She suggests starting with light duration and owning non-US duration for now.
MED
About Japanese bonds Investor Commentary
Across the available history and selected sources, Buzzberg tracks Japanese bonds across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Priya Misra.