How the end of cheap money in Japan will impact Cayman
Japan’s 8 Feb. election wasn’t just a domestic political reset – it was a global market event. Prime Minister Sanae Takaichi’s Liberal Democratic Party secured a rare supermajority, winning 316 of 465 seats and giving her the mandate to move quickly on policy. The significance is that Japan has been the world’s anchor of ultra-low interest rates for decades. If that anchor begins to lift, even slowly, it changes the price of money everywhere, feeding through to places like Cayman that sit downstream of Japanese and US government bond markets and global trade flows. For a more complete summary of the story, please see the below link:
Published on: Mar 02, 2026 06:01 PM