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Re:Japan's Abe is the world's best leader right now? by J_ on Monday June 16, 2014 @01:05AM (#7897486)
I think you're pretty much correct. Kyle Bass has been talking about this for years.

When the Japanese hit 2% inflation, people are going to be rushing out of JGBs if the government maintains ZIRP.

This is a complex issue, so I'm going to refer people to this talk that Kyle Bass gave last year:

https://www.youtube.com/watch?v=7kFcDKBpdII

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