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The Disappearing Japanese Bid for Global Bonds

  • Article
  • Jan 17, 2023
  • #Freemarket
Alex Etra
@EtraAlex
(Author)
Brad Setser
@Brad_Setser
(Author)
moneyinsideout.exantedata.com
Read on moneyinsideout.exantedata.com
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The rise in Japanese holdings of foreign bonds had an enormous impact on global markets between 2011 and 2020. Now, global markets will have to adapt to a reduction in Japanese dema... Show More

The rise in Japanese holdings of foreign bonds had an enormous impact on global markets between 2011 and 2020. Now, global markets will have to adapt to a reduction in Japanese demand.

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Joseph Wang @FedGuy12 · Jan 17, 2023
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Highly recommend this great post by @EtraAlex and @Brad_Setser on the change in appetite of Japanese investors for foreign bonds. They have been a huge buyer for years, but seem to be moving away. This has huge implications for all asset classes.
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