Mizuho Securities' Omori on BOJ, Bond Markets

The video discusses the Bank of Japan's (BOJ) potential policy changes and their impact on global and Japanese bond markets. It highlights the anticipation around BOJ's policy review, which could influence banks and life insurance companies' investment strategies. The discussion also covers the implications of these changes on the yield curve and the global financial market, particularly concerning overseas bond investments and their repatriation to Japan.

What does the $3 trillion threat to global financial markets refer to?

How are underwater positions affecting banks and life insurance companies?

When does the speaker predict the BOJ will move regarding its policy?