IG's Weston: Japan's Negative Rates Won't Go Lower

The transcript discusses the implications of Japan's machine orders on BOJ policy, market reactions to BOJ's interest rate policies, and expectations for future actions. It highlights the JGB market's influence on global bonds and explores concerns about market adjustments and potential taper tantrum. The discussion includes the impact of central banks on yield curves and the anxiety in markets due to possible changes in monetary policy.

What are the potential risks associated with the current market sentiment regarding corporate credits?

How might the current economic conditions lead to a taper tantrum similar to that of 2013?

What factors are contributing to the anxiety in the market as discussed in the text?