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Classic Late Cycle with Cameron Dawson and Luke Gromen

RiskReversal Pod

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The Impact of the Yen on the US Treasury Market

This chapter explores the high debt to GDP levels of Japan and its currency crisis, emphasizing the importance of monitoring Japan's actions and the yen's movements. It discusses the net international investment position of the United States and Japan, and how Japan's ability to sell dollar assets affects the Federal Reserve and US government's financing options.

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