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

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.