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What Are Global Money Flows Telling Us?
Real Vision: Finance & Investing
Are You Watching the BOG?
The BOG policy and Japanese institutions are one of the big pillars of the global bond market. If they normalize and if their yield cap gets widened, then basically that's going to pull out the floor from Japanese institutions buying global bonds. And that's just going to make the downside from global bonds a lot scarier. Do you think investors in the West have it right? There is this sense that there's a change in officials,. This is going to be it, this is going to mean that it is going to make a change to yield control. Could investors be wrong about that?
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