ZTrader.AI Research · Macro
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The Duration Trade
The real reason behind Bessent's trip to Tokyo...
Topics
- Japan
Further reading
- MACRO RESEARCHJAPAN'S NEW POLICY THE GRAND BLUEPRINTTakaichi’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
- MACRO RESEARCHThe Yen Is Not Recovering. It Is Being Repriced.The market narrative says the yen is “stabilizing.”
- MACRO RESEARCHDeep 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
- MACRO RESEARCH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
- VOL RESEARCHTHE YEN TRILEMMA: How reflexivity devours BOJTokyo 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 — n
- FED RESEARCHThe Long Shadow of Japan’s Monetary ExperimentHere's everything you need to know about the history of Japanese Monetary Policy