Elettra Artesino

Elettra Artesino, a reporter for the FT's Monetary Policy Radar, dives into Japan's evolving monetary policy and its rippling effects on global markets. She discusses how rising Japanese bond yields, the highest since 2007, signal a shift towards higher rates. Artesino explains the impact of potential repatriation of Japanese investments on UK and French bond markets, highlighting the delicate balance of global liquidity. The conversation also touches on the future of carry trades as rate differentials narrow and what this all means for investors.