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Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura

Inflection Point

00:00

Is That a Pancake Flat Yield Curve?

When you've got a pancake flat yield curve over in Japan, what that does is that forces a lot of the money that would have been domestically invested in the Japanese economy out. And so when that money flows out of the United States into other securities like US Treasuries, for example, right, that compresses yields abroad as well. So people need to be very much aware of that. It's really by coincidence that up here, like I'd be watching this if I was in South Africa or if I were trading out of Brazil or wherever it is, but yeah. The Japanese capital is a massive, massive force in markets.

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