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'4.6% Yield Contra-Bet' and the $64 Billion Rush into Global Bond ETFs: The Great Asset Migration to Ultra-Short and Core Fixed Income Amid Tri-Polar Decoupling
As global interest rate volatility intensifies, global investors are shifting historic volumes of capital into bond ETFs, sparking a major portfolio realignment across ultra-short and core fixed-income assets.
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![[Global Markets] BOJ's Post-YCC Dilemma Ahead of Historic 1% Interest Rate: Three-Way Decoupling (US-EU-Asia) and Scenarios for Pausing JGB Purchase Reductions](https://daily-stock.kr/stdaily/uploads/202606/gen_6a29b4884e4959.13209026.png)
[Global Markets] BOJ's Post-YCC Dilemma Ahead of Historic 1% Interest Rate: Three-Way Decoupling (US-EU-Asia) and Scenarios for Pausing JGB Purchase Reductions
As global financial market volatility expands, investors' eyes are on Tokyo ahead of the Bank of Japan's (BOJ) monetary policy meeting on June 15-16, where it may raise rates to 1.0%, marking a historic shift.
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![[Global Markets] 'DXY 100 Resistance' and Gold Price Adjusts to $4,200: Dollar Weakness Signals and Safe-Haven Pivot Amid US-EU-Asia Tri-polar Decoupling](https://daily-stock.kr/stdaily/uploads/202606/gen_6a28635ec52fd0.78932102.png)
[Global Markets] 'DXY 100 Resistance' and Gold Price Adjusts to $4,200: Dollar Weakness Signals and Safe-Haven Pivot Amid US-EU-Asia Tri-polar Decoupling
The global macroeconomic landscape is passing through a major turning point, with safe-haven assets and the US dollar fluctuating due to an unexpected US jobs surprise and monetary policy decoupling among major economies.
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![[Global Market] '4 Months of Output Hikes' Meets Hormuz Blockade: Assessing $90 Oil Amid US-EU-Asia Decoupling](https://daily-stock.kr/stdaily/uploads/202606/gen_6a27119d9e5582.97886666.png)
[Global Market] '4 Months of Output Hikes' Meets Hormuz Blockade: Assessing $90 Oil Amid US-EU-Asia Decoupling
OPEC+ plans a 188,000 bpd supply increase for July amid a four-month streak of output hikes. However, the Strait of Hormuz blockade keeps actual supplies stalled, leaving Brent crude trading in the high-$90s.
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![[Global Markets] China's Crackdown on Offshore Investment Detours Brings Reflected Benefits to Hong Kong: Scenario Review of Southbound Capital Influx into Hang Seng Index](https://daily-stock.kr/stdaily/uploads/202606/gen_6a25c0083d1543.12953496.png)
[Global Markets] China's Crackdown on Offshore Investment Detours Brings Reflected Benefits to Hong Kong: Scenario Review of Southbound Capital Influx into Hang Seng Index
China's strict crackdown on mainland investors' offshore detours is driving a massive influx of Southbound capital into the underpriced Hong Kong Hang Seng Index, creating solid downside support despite macro uncertainties.
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![[Global Markets] 'Plunging After Reaching 7,600 for the First Time' S&P 500 June Adjustment, Tri-Polar Decoupling (US-EU-Asia) and Rebalancing Scenarios](https://daily-stock.kr/stdaily/uploads/202606/gen_6a246e77e401d9.89664257.png)
[Global Markets] 'Plunging After Reaching 7,600 for the First Time' S&P 500 June Adjustment, Tri-Polar Decoupling (US-EU-Asia) and Rebalancing Scenarios
S&P 500 plunges from a record-high 7,600 down to the 7,300 level due to strong employment data and big tech sell-offs. We analyze the upcoming June 22 rebalancing and global tri-polar decoupling scenarios.