(Bloomberg) -- Japan’s investors are starting to lose their decades-long infatuation with overseas assets.Most Read from BloombergA 7,000-Year-Old City Emerges as a Haven from Dubai’s Sky-High RentsGang Violence Is Moving to the Amazon’s Fast-Growing CitiesA Housing Crisis Brews in Rwanda’s Capital CityNew Rowhouses in London That Offer a Bridge to the 19th CenturyIn the first eight months of the year, Japanese investors snapped up a net ¥28 trillion ($192 billion) of the nation’s government bon
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The original was posted on /r/Superstonk by /u/yungsta12 on 2024-10-03 23:34:45+00:00.

Interesting topic here as macro forces start to unwind our markets. Bank of Japan raised rates to 0.25 (highest since 2008) last month and there are thoughts another smaller rate hike will be done before the end of the year. Every single market is walking on egg shells here while trying to balance controlling inflation and achieving a “soft landing”.

IMO, this will be an effort in vain. Bank of Japan who controls 7 percent of the entire Japanese stock market has put itself into a corner using this monetary easing policy for decades. COVID has finally ripped the bandaid off from the 2008 financial crisis. If they continue to kick the can down the road, inflation will accelerate once again and erode everyone’s wealth, eliminating most discretionary spending and forcing us into a recession one way or the other. Every single bank in the world is overleveraged. There is a reason war and political division is growing in the last decade as the need to continue to distract the masses increases.