Macro Markets Unleashed: Hugh Hendry, Brent Johnson, and Tracy Shuchart in Conversation
The ACID Capitalist Podcast
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The Implications of Dollar Yen Exchange Rate and Global Markets
The chapter explores the significance of the dollar yen exchange rate on global markets, examining challenges arising from current fiscal policies of the U.S. and Japan. It delves into the risks of rising interest rates for both countries, discussing historical events and potential deflationary shocks in the global economy. The conversation also touches on the Dollar Milkshake theory, skepticism towards Federal Reserve policies, and the long-term sustainability of fiscal policies amidst rising government debt levels.
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