• Markets Face 'Points Of Fragility'; BCA Warns Japan Remains An Underestimated Risk | ZeroHedge

    Source: Buzz FX / 10 Jul 2025 15:40:40   America/Los_Angeles


    Authored by Dhaval Joshi via BCA Research,
    2025 Key Views Update Our hypothesis that tech stock valuation downside and yen upside are exposed to a normalisation of the Japanese real bond yield is yet to be fully tested.
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