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Stephan Livera Podcast

What’s happening with JPY? - Peruvian Bull SLP571

66 min • 5 maj 2024

Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss: 

  • The impossible trinity for Japan
  • Japanese government debt
  • The global JPY carry trade
  • The impact on the US financial system

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