The Most Critical Month for Bank of Japan and Market Impact Is Here
Market Depth
The Risk of Japan's Capital Flight
There's a major overhanging risk in markets currently because there is massive size of foreign capital that may repatriate back into japan if and when yield curve controls removed by the new bank j Japan governor. That necessitates for massive selling of foreign assets of bonds of stocks and what have you um that's this major major risk that's overhanging markets rightWhat happens to japan liquidates all over their foreign asset holdings because there's yield now finally at home so personal view, i don't really care but either way well my point is japan sold the most foreign bonds in u.s. treasuries on record in fiscally year 2022 in calendar year 2022 and 2022
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