How Would the Bank of Japan Destroy Global Markets and Roil Central Banks?
Market Depth
The Bank of Japan Under New Leadership
The bond markets are no more liquid and no less volatile today than they were last month. If US Treasury yields spiked by 1%, 100 basis points in like three days, what the hell would markets look like then? Bank Japan is too far in the hole to have that option of an orderly exit at their disposal. So that's why this matters. It matters to your long US stock portfolio or your crypto portfolio or your whatever portfolio because we're talking about direct impact on the US risk-free rate.
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