📺 Our Partner Polka Mishra joined Haslinda Amin on Bloomberg News to talk through the BOJ decision and where the vulnerability sits in the US Treasury curve.
Here are Polka’s key insights:
✔️ She expects the BOJ to go with a series of smaller hikes. The 2024 carry trade unwind is still fresh, and there is little appetite to shock the market again
✔️ Emerging market bonds have held up better in recent times. Investors are taking fiscal discipline more seriously now
✔️ Investors want to be paid more to hold the long end. The US treasury buyback news was the tell, as the yields were back at the same levels within weeks
Polka’s own read: there is still an opportunity to lock in yields. However, the longer end bonds warrant more scrutiny.
🔗 Watch the full Bloomberg segment: https://www.bloomberg.com/news/videos/2026-09-04/insight-with-haslinda-amin-9-4-2026-video
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