DesmondMilesDant OP t1_j9d7ro6 wrote
Reply to comment by Ok-ChildHooOd in Wall Street Newsletter S02E07 : Why is there such a disconnect b/w Stock and Bond market? by DesmondMilesDant
Yup looking at Ueda san past he wont let go YCC that easily. Although he will have to hike rates this year if Mr Kuroda doesn't hike in his last meeting.
Widening of Ycc to 75bps from 50bps is the safest bet you can play if none of the above happens.
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