Today we consider the risks of a US government shut down and why it is likely to happen even if it doesn't extend for long, what kind of damage it can inflict on the economy and more. Also, we note the sudden surge in the JPY as the wily currency is back on the rally path after nearly getting drop kicked above 150.00 in USDJPY just two trading days ago. Earnings, geopolitics, some great links to other content and more also covered on today's pod, which was hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
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Intro and outro music by AShamaluevMusic
