Less Noise, More Signal cover image

Where will the marginal liquidity come from in 2026? (w/ Michael Howell & Capital Flows)

Less Noise, More Signal

00:00

BOJ balance sheet roll-off and fiscal impacts

Capital Flows details BOJ roll-off, bill issuance effects, and fiscal-driven yen moves tied to trade rebalancing with China.

Play episode from 35:00
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app