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cover of episode What’s happening with JPY? - Peruvian Bull SLP571

What’s happening with JPY? - Peruvian Bull SLP571

2024/5/5
logo of podcast Stephan Livera Podcast

Stephan Livera Podcast

Shownotes Transcript

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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