Comment Comment by J_ I think you're pretty much correct. Kyle Bass has been talking about this for years.When the Japanese hit 2% inflation, people are going to be rushing out of JGBs if the government maintains ZIRP.This is a complex issue, so I'm going to refer people to this talk that Kyle Bass gave last year:https://www.youtube.com/watch?v=7kFcDKBpdII parent J_ 12 years ago
When the Japanese hit 2% inflation, people are going to be rushing out of JGBs if the government maintains ZIRP.
This is a complex issue, so I'm going to refer people to this talk that Kyle Bass gave last year:
https://www.youtube.com/watch?v=7kFcDKBpdII