CAN 10YR USTs MAKE A DASH TO 4.5% THE WEEK AHEAD ECONOMIC DATA RELEASE 30TH NOV 2025 EX OIL COMMODITIES ARE SET FOR MORE UPSIDE IN CY26 CHINA IS IRREVERSABLY DECOUPLING FROM US: THINK 2027, THINK TAIWAN IS THIS DECEMBER DIFFERENT FOR DOLLAR THE WEEK AHEAD ECONOMIC DATA RELEASE 23RD NOV 2025 DUTCH PENSION REFORMS: THE NEXT LONG END WORRY NVIDIA: WINNER TAKES IT ALL BUY 10YR UK GILTS AGAINST SELL 10YR GERMAN BUNDS BUY 10YR UK GILTS SELL 10YR UST BUY S&P 500

The Casualties of Higher for Longer Rate Regime

ADMIN || 22nd June 2024

While the entire market is aware of the huge MTM losses sitting on US commercial bank’s balance sheets (as of 31st March’24, US banks were sitting on MTM losses of 515 BN USD on their securities portfolio), it is cases such as Norinchukin Bank which came to public notice last week that highlight the hidden dangers inside financial systems globally.

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