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#yen
- Jun 24, 2026
THE YEN TRILEMMA: How reflexivity devours BOJ
Tokyo raised rates to a 31-year high. The currency fell anyway. Japan is finding out, in real time, that you can defend the yen, protect the debt, or keep the politicians happy — not all three.
MEMBERS - May 19, 2026
The Duration Trade
The real reason behind Bessent's trip to Tokyo...
- May 18, 2026
The Yen Is Not Recovering. It Is Being Repriced.
The market narrative says the yen is “stabilizing.”
MEMBERS - May 04, 2026
Deep Japan Series 01: The Yen Is Not a Currency. It Is the World’s Cheapest Balance Sheet.
This is how Japanese yen actually works in global market
MEMBERS - Jan 22, 2026
日债抛售潮如何引爆美股抛售：一条从“日本期限溢价”到“全球风险资产再定价”的传导链
How Japanese Bond Selloff could trigger global financial chaos
MEMBERS - Nov 07, 2025
Japan: The Most Elegant Blood Transfusion Machine of the Dollar Empire
Here's how Dollar system de facto controls the world economy, and we are therefore slaves of it
MEMBERS - Oct 19, 2025
The Long Shadow of Japan’s Monetary Experiment
Here's everything you need to know about the history of Japanese Monetary Policy
MEMBERS