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ゆうちょ銀行が開示した国債などの含み損は5兆6759億円で1年前の約2.1倍。生保大手4社は約15兆円、地銀は3兆円超に達しています。
満期まで持つ債券の含み損の意味、生保の入れ替えと減損、地銀を支える株式の含み益、信金や農協の資本支援、メガバンクの国債購入を整理し、今後の2つの展開を考えます。
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