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16min chapter
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
Macro Voices
The Dilemma of the Yen and the Bond Market
The chapter analyzes the breakdown of the yen in the forex market and discusses how the Bank of Japan faces a dilemma in saving either the bond market or the currency market. The potential risks posed by Japan's negative yielding JGBs and rising interest rates on the banking system are explored, with the belief that Japan will sacrifice its currency to save the bond market, causing global implications.
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