AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
What are the Politics of a Fed Pivot? | Nick Timiraos
Hidden Forces
Do You Think the Yen Is a Funding Currency?
The question is, if the yen breaks and JGB yields are forced higher, what does that mean for market liquidity around the world? I don't have any thoughts. There's another question that's for the experts here too, Nick, but I'm going to toss it to you anyway. The question is, how high do rates have to go and remain in place before debt servicing costs crowd out discretionary spending? Very specific question.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode