Japan: Macro Risks, JGB Volatility & Financial Sector Implications

In light of recent developments in Japan’s financial landscape, our experts are ready to provide comprehensive insights. Join our BMI and CreditSights specialists as they explore the economic and political risks in Japan, recent JGB volatility, and the impacts on insurance and banking issuers in the $ market.

Gain valuable insights from our experts on the following topics:

• Economic and Political Risks: Examine growth challenges, tariff implications, inflation, BOJ rate hikes, and upcoming elections to the upper house.
• JGB Volatility: Analyze the recent widening and limited retracing in the JGB market.
• Insurance Sector Implications: Understand the realized and unrealized portfolio losses, solvency implications, and future risks facing the insurance sector.
• Banking Sector Implications: Explore the effects on bank investment books and potential future outcomes.