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#yen
- Sep 06, 2026
JAPAN'S NEW POLICY THE GRAND BLUEPRINT
Takaichi’s ¥370 Trillion Gambit — How Japan Went From Passively Accepting a Weak Yen to Actively Repricing Capital, Currency, Labor, and Corporate Equity by State Design
- Aug 20, 2026
The U.S. Bond Crisis | The FIMA–Bond–Dollar–Yen Mechanism: A Complete Breakdown
Why Bessent is trying to put out a forest fire with a bottle of water — and what happens when the bottle runs out.
- Aug 06, 2026
The Carry Trade That Could Break the Treasury Market: Inside Japan's Yen Defense and the 2026 Unwind Risk
Intervention bought Tokyo three weeks. The carry trade that funds half the world's risk appetite is already back near record size — and this time the exit runs straight through the US Treasury market.
MEMBERS - Aug 04, 2026
Bessent Publicly Orders the Fed to Bail Out the Yen — and Leaves Warsh No Quiet Way Out
He didn't ask at their usual Tuesday breakfast. He asked on X, in front of markets, naming the Fed facility he wants enlarged. Warsh now has six weeks to answer, and every option is a public one.
MEMBERS - Aug 03, 2026
TWO AUTHORITIES ARE BLUFFING. THE MARKET IS ABOUT TO FIND OUT WHICH ONE FOLDS FIRST
The BOJ signals hikes it can't deliver while defending the yen. OPEC+ stops even pretending to defend a floor.
MEMBERS - Aug 02, 2026
Yen Intervention Meets the AI Debt Wall
Three systems that were never built to absorb each other — a strengthening yen, a Fed that has stopped explaining itself, and an AI credit chain running on circular financing — are converging on the same six weeks.
MEMBERS - Aug 01, 2026
Bessent's Notepad Said "Buy Japanese Yen, $5–10 Billion." The Treasury Hasn't Done That Since 2011.
Hours later, the U.S. moves on it — the first time Washington has intervened to prop up the yen since the 2011 tsunami relief effort.
- Jul 31, 2026
Tokyo Intervened Again Thursday. The Yen Still Can't Find a Floor.
The Bank of Japan took its policy rate to the highest level since 1995 last month. Dollar/yen is still trading close to its weakest level since 1986.
MEMBERS - 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