Ниже визуализация всех инвестиций на $3.9 трлн в мировые акции и бонды японских резидентов в период QE под руководством Куроды (в трлн иен, 2013-2022 годы). Что произойдет на рынках, а первые на очереди рисковые активы, при оттоке японских бабок обратно на родину?
История с трежерями имеет место быть, но под вопросом: мало ли что случится с эмитентом в ближайшие годы :)
Ниже визуализация всех инвестиций на $3.9 трлн в мировые акции и бонды японских резидентов в период QE под руководством Куроды (в трлн иен, 2013-2022 годы). Что произойдет на рынках, а первые на очереди рисковые активы, при оттоке японских бабок обратно на родину?
История с трежерями имеет место быть, но под вопросом: мало ли что случится с эмитентом в ближайшие годы :)
That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. "Russians are really disconnected from the reality of what happening to their country," Andrey said. "So Telegram has become essential for understanding what's going on to the Russian-speaking world." Such instructions could actually endanger people — citizens receive air strike warnings via smartphone alerts. Ukrainian forces have since put up a strong resistance to the Russian troops amid the war that has left hundreds of Ukrainian civilians, including children, dead, according to the United Nations. Ukrainian and international officials have accused Russia of targeting civilian populations with shelling and bombardments. "We as Ukrainians believe that the truth is on our side, whether it's truth that you're proclaiming about the war and everything else, why would you want to hide it?," he said.
from ar