AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
How Would the Bank of Japan Destroy Global Markets and Roil Central Banks?
Market Depth
The Risk of Yield Curve Control Hiking in Japan
In 2022, foreign bond selling wasn't exactly a function of higher nominal yields in JGB land to repatriate to. Furthermore, ever since the December 22 shock yield curve control change it's not like we saw a mass repatriation take place from that point either. So if anything, we've been seeing the return of net buying of foreign bonds again. That's largely in part to being very underweight. And is very underweight report folios of these of foreign bonds and foreign assets. Okay. Can it happen more? Is it something to now start watching out for? No, you're a year too late.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode