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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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