A few days ago, it was indicated that the risk clearance has not ended. The following four charts can explain this. 1. USD/JPY swap points have skyrocketed since December 27. 2. Capital has flooded into the bond market. 3. The VIX structure is also pricing forward uncertainty.
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A few days ago, it was indicated that the risk clearance has not ended. The following four charts can explain this. 1. USD/JPY swap points have skyrocketed since December 27. 2. Capital has flooded into the bond market. 3. The VIX structure is also pricing forward uncertainty.