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Turning Japanese and a Conversation with Stuart Sopp and Trevor Marshall of Current

RiskReversal Pod

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The Risk of Contagion in the Dollar Market

We're sort of a nine-year high in yields over there, and that's happening right before our very eyes. You can see most earnings being overshadowed by the macro environment. We've had Bill Ackman come out. I think where he's probably coming from is inflation's sticky. The soft landing may not happen. And so can the, and with the 1.85 trillion of debt that's being issued over the next six months, can the Fed really hold this market together?

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