Rather than start a new thread. It seems a source of historical carrying charges/storage charges hasn't been mentioned.
Does one exist either for free or behind a pay-wall?
Thks mokwit. It would be a horrendous situation if true. Like you say the most conservative accounts would be exposed to way more risk and much less reward than the worst accounts which would then feedback into a general decline in the quality of accounts to the lowest denominator.
Only a...
I wonder how a weaker yen will stop the deleveraging and get us consumers to stop reigning in their expenditures.
Maybe they should promote a stronger yen and boost their own consumers and consumer industries.