Post by Lyn Alden: Good thread about risks in the Japanese financial system and the implications for US assets (given Ja... - Upcarta

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Lyn Alden @LynAldenContact · Nov 14, 2022

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Good thread about risks in the Japanese financial system and the implications for US assets (given Japan's enormous positioning in US assets):

Tweet Nov 14, 2022

Japan has been a big part of the global bond market for quite some time – both unhedged investors (the government, mostly) and hedged investors (the banks, the lifers ). And Japan’s financial system report is still the best guide to really understan

by Brad Setser

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