The U.S.-Japan Yen Intervention August 10, 2026 Categories: Bond Market, Carry Trade, Central Bank, Federal Reserve, Geopolitics, Government Bond Yields, Japan, Monetary Policy, US Treasuries, Yen Why the first joint currency defense since 1998 was never really about the yen. Read more
2026 Markets Outlook January 15, 2026 Categories: Asset Allocation, Credit Creation, Emerging Markets, Gold, Government Bond Yields, Inflation, Market Update, Markets, Stocks Credit, Money, and the New World Order Read more
Central Bank Watch - December 2024 December 18, 2024 Categories: Bond Market, Central Bank, Credit, Economy, Government Bond Yields, Interest Rates, Monetary Policy, US Treasuries Global interest rate cuts in full swing entering 2025. Read more
Japan - Land of Rising Debt December 12, 2024 Categories: Japan, Central Bank, Fiat Currency, Gold, Government Bond Yields, Inflation, Monetary Policy Lessons from financial repression in Japan. Read more
