What would happen if Japanese investors suddenly pulled their money back home? The question is no longer hypothetical https://t.co/Ftkc8gUQn6 ...

If YEN 📈If Japan starts pulling capital back home 🇯🇵What do you feel?• Higher yields• Tighter liquidity• More volatilityMarkets can sense a tide change before it’s visible.The Kobeissi Letter (@KobeissiLetter):Japanese investors are a crucial part of US markets:Japanese holdings of US bonds and stocks totaled $2.22 trillion at the end of 2024, according to Bank of Japan data.This is followed by investments in the Cayman Islands, France, and the UK at $834 billion, $179 billion, and https://t.co/D6ZMg3knrk ...