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Cover for JAPAN'S NEW POLICY THE GRAND BLUEPRINT

MACROFREE

LATEST

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

#japan#boj#yen

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Cover for The U.S. Bond Crisis | The FIMA–Bond–Dollar–Yen Mechanism: A Complete Breakdown

MACROFREE

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.

#yen#carry-trade#fx

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MACROPRO

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.

#yen#forex#trading

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Cover for Bessent Publicly Orders the Fed to Bail Out the Yen — and Leaves Warsh No Quiet Way Out

FEDPRO

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.

#investing#yen

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Cover for TWO AUTHORITIES ARE BLUFFING. THE MARKET IS ABOUT TO FIND OUT WHICH ONE FOLDS FIRST

MACROPRO

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.

#oil#yen#trading

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Cover for Yen Intervention Meets the AI Debt Wall

MACROPRO

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.

#yen#trading

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Cover for Bessent's Notepad Said "Buy Japanese Yen, $5–10 Billion." The Treasury Hasn't Done That Since 2011.

MACROFREE

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.

#yen#trading

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Cover for Tokyo Intervened Again Thursday. The Yen Still Can't Find a Floor.

MACROPRO

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.

#yen#trading

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Cover for THE YEN TRILEMMA: How reflexivity devours BOJ

MACROPRO

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.

#japan#boj#yen

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