1. Japan’s ‘frozen money’ pool shifts to investments as rates, inflation bite  Nikkei Asia
  2. Global Funds Retreat From Japan’s Long Bonds as BOJ Goes Slow  Bloomberg.com
  3. Japan’s top bond-trading regional bank buys JGBs after decade break  The Japan Times
  4. The honeymoon period for foreign capital is over! Institutions are accelerating their exit from Japanese government bonds, as the Bank of Japan’s ‘slow hawkish stance coupled with ultra-loose fiscal policy’ triggers a crisis of confidence.  Moomoo
  5. Foreign investors pull out of ultra-long Japanese government bonds; regional banks enter the market for the first time in a decade  富途牛牛