BOJ ‘normalization’ rides on fiscal consolidation First published by The Japan Times As central banks start unwinding their balance sheets later this year, there is...
Kyle Bass revisited In 2010, Hayman Capital hedge fund manager J. Kyle Bass prominently predicted the Japanese government bond market would soon...
BOJ yields to negative interest rates The Bank of Japan is a profit-making institution. That could change. Takuji Okubo, chief economist at Japan Macro Advisors,...
Former BOJ insider Tetsuya Inoue responds to the question, “Are we nearing a Kyle Bass moment?” Beacon Reports recently interviewed leading commentators on Japan’s economy, including Hayman Capital’s Kyle Bass, JP Morgan’s Jesper Koll and...