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.
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