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Episode #147 - David Hay and the Rising Risk of Recession

Gold Goats 'n Guns Podcast

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The End of QE in Japan

I expect to see the end of QE in Japan. The bank of Japan is suppressing their, their 10 year government bond. They're not right now because the 10 years are going to be trading below the threshold. And I think that part of this is allowing Christine Lagarde, who by the way, the entire, to your point earlier about treasuries. China and Japan have been selling. There's no argument about that. But if you break it down, which I've done by region, the Euro zone,. That would be around the Euro clear all of the, no, like the Caymans and everything that would be, that would you would consider around the European shadow banking

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