Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Essentials Daily Insights

The Yen Collapse: All About Inflation, Not Fiscal Stress

Published on

Our FICC strategists see the yen's collapse and JGB weakness driven by the Bank of Japan's easy policy, not fiscal stress. Japan's exploding debt is not to blame: cross-country evidence shows Japanese yields track savings-investment fundamentals rather than…

Interested in reading the full Daily Insight?

Read the full insight with instant access.

BCA Research | Essentials

Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More