Follow up article from video: Bank of Japan / Ministry of Finance Debt Monetization, Life Insurers, Asset Swaps, Foreigners' Curve Flatteners. Views on JGB policy, USDJPY 250+| westonnakamura.substack.com
If you want an actual market-read on long-dated UST yields, watch what's going on in long-dated JGB yields - which are blowing up.| westonnakamura.substack.com