Japan’s bond ‘falling knife’ stalls repatriation rush
Why now
Thesis: Japan bond turmoil delays capital returning home
Catalyst to watch: BOJ policy signals and JGB yield moves
Main risk: Repatriation could resume abruptly, hitting yields
Why it matters
Japanese bond volatility stalling repatriation keeps yen weakness and global yield pressure in play, affecting carry trades.
Sources
- googlenews · news.google.com · 2026-09-25 23:29 UTC