Japanese Bank Stocks: Does the Rally Have Legs?

The video discusses the impact of rising global bond yields and US financial deregulation on financial markets, particularly Japanese banks. It highlights the Bank of Japan's role in targeting the yield curve and its effects on the JGB market. The discussion also covers the US dollar's performance, focusing on the real trade-weighted index, and the implications of PBOC's actions on China's economic growth and inflation. The video provides insights into the interconnectedness of global financial markets and the influence of major economic policies.

What impact do rising global bond yields have on financial institutions?

How does the targeting of the yield curve by the Bank of Japan benefit Japanese banks?

What are the potential effects of U.S. deregulation on lending activity?

In what ways might the tightening of the market by the PBOC affect corporate China?

Discuss the relationship between inflation rates and economic activity in China.