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'Potential To Be Hugely Destabilizing' - BoJ Balance Sheet Is An Accident Waiting To Happen

Tyler Durden's Photo
by Tyler Durden
Authored...

Authored by Simon White, Bloomberg macro strategist,

Japan is harboring one of the most underpriced global macro tail-risks. JGBs and the yen are exposed to a protracted selloff with implications for assets around the world. The risk will grow as monetary policy is progressively tightened, with the Bank of Japan expected to raise rates for a second time in this cycle at its meeting tomorrow.

This column will be unapologetically liberal in its use of charts.

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