FCCJ Deep Dive Series
"Japan at the Center of a Bond Market Storm?"
08:30-10:00 Tuesday, February 17, 2026
(The speech and Q & A will be in English)
Naomi Fink: Chief Global Strategist, Amova Asset Management
Hung Tran: Non-Resident Senior Fellow at the Atlantic Council Geo-Economics Center
Jesper Koll: Expert Director at Monex Group and an Investment Committee member of the Japan Catalyst Fund
Equity markets have been at the centre of global attention over the past year with stock indices in Tokyo, New York and beyond surging to record highs but bond markets are now moving to centre stage of international concern.
Japanese Prime Minister Sanae Takaichi’s administration appears to be set upon a policy of (largely) debt-financed fiscal expansion, just at a time when public debt globally has reached worrying new highs. If so-called bond market “vigilantes” react negatively, as widely feared, Japan could find itself at the centre of the storm because of its key and often overlooked role as a conduit for global capital flows.
This has critical implications not just for bond prices and yields but also for interest rates and currency exchange rates as well as for stock prices.
Could international capital markets “dry up” in the face of such multi-faceted financial, economic and geo-political uncertainty? Deep Dive has assembled a panel of financial experts to provide answers.
Please register at Reception 03-3211-3161, front@fccj.or.jp or via the website. The charge, with self-service coffee and tea, is members 450 yen and non-members 1,650 yen (tax included). Online attendance via Zoom is free of charge for members and 550 yen (tax included) for nonmembers, payment must be received by noon, February 16. Details on how to join online will be sent by individual email by February 16. Reservations cancelled from noon of February 16 will be charged in full.
Deep Dive Committee