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The $6.5 Trillion Question: How Will A Turn In Japan’s Rate Cycle Affect Global Markets?

by Ritika Mankar, Associate Strategist  

In this <i>Special Report</i>, BCA Strategist Ritika Mankar highlights that Japanese savers own foreign assets to the tune of a staggering $6.5 trillion today. As implausible as it may seem today, the rate cycle in Japan will turn later this decade. Once it does, Japanese savers will sell down their global assets – a dynamic that is likely to kick up a storm.

BCA Research | Global Investment Strategy

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

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