Om japanskt kapital utomlands - 45.000 miljarder kronor - vänder hem

Det skulle skapa uppåttryck på räntorna i omvärlden.

I obligationsvärlden är högre räntor detsamma som lägre priser och ju längre löptider det handlar om desto större är effekten av en given ränterörelse. Långa japanska statspapper sjönk med andra ord kraftigt i pris. 

Det många spanar efter är tecken på att japanska institutioner ska börja flytta hem tillgångar från utlandet. 

Efter många decennier av kapitalflykt i jakt på bättre avkastning handlar det om cirka 5.000 miljarder dollar, motsvarande 45.000 miljarder kronor

Viktor Munkhammar DI 27 januari 2026

https://www.di.se/analys/ranterus-och-yenras-skrammer/ 


https://englundmacro.blogspot.com/2026/01/is-this-crisis-japan-usa.html




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