Miner Company
Implications From Japan's March Rate Decision
Japan's recent rate decision signals a structural shift, ending decades of deflation and supporting a bullish outlook for Japanese equities. Higher Japanese rates are likely to pressure US equities and bonds by triggering unwinding of the yen-carry trade and capital outflows from US assets.
Japan's recent rate decision signals a structural shift, ending decades of deflation and supporting a bullish outlook for Japanese equities. Higher Japanese rates are likely to pressure US equities and bonds by triggering unwinding of the yen-carry trade and capital outflows from US assets.