We discuss: - The impossible trinity for Japan - Japanese government debt - The global JPY carry trade - The impact on the US financial system -How Bitcoin Solves Triffin’s Dilemma
Really interesting conversation gents. I've read Peruvian Bull's detailed Substack article on the yen. I highly recommend it to anyone interested in the yen. One question, how did the BTFP (a domestic bank liquidity measure) help the yen? Thanks
Really interesting conversation gents. I've read Peruvian Bull's detailed Substack article on the yen. I highly recommend it to anyone interested in the yen. One question, how did the BTFP (a domestic bank liquidity measure) help the yen? Thanks