Episode Details
Back to Episodes
How does the BOJ’s revised policy setting impact investors around the world?
Episode 259
Published 9 months, 1 week ago
Description
Today’s Macro Minute breaks down how the Bank of Japan’s ongoing policy normalization is reshaping global bond markets and reinforcing the structural bull case for gold. Darius explains why BOJ tightening is contributing to Treasury market imbalances, what it means for global liquidity, and how systematic risk management through KISS and Dr. Mo helps investors stay on the right side of these shifting macro dynamics.