Published: 10 Aug 2024 › Updated: 10 Aug 2024
japan, a quick story + yen carry trade unwinding
What war and inflation can do
Who is ready for the western ride?
We're already in it
Watching the yen carry trade unwind will be very interesting.
4k million USD worth yen around the world in stocks, property, bonds, ... going back home to japan.
And the western world will have to stuff the holes.
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