3min chapter

Market Depth cover image

The Most Critical Month for Bank of Japan and Market Impact Is Here

Market Depth

CHAPTER

The Sentiment From Japanese Investors When Allocating Capital Is Consistent

The grass is always greener outside of japan all right then something I've noticed very consistently obviously I'm not saying this is always an everybody but it's pretty close to being almost like you know uniformly and unconditionally. So therefore after a year of records selling off of foreign assets and dumping of u.s. treasuries at record pace and record amounts um and now with what seems to be a potential foreseeable floor and fed rate policy I think that if anything it's my view that japan is in redeploy and rebuild for asset portfolio mode currently, let alone about to begin repatriation mode.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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