The Japan Reserve Shock and Global Liquidity

Japan’s foreign reserves dropped by a record eighty billion dollars in August as the Bank of Japan intervened to stabilize the yen. Lucas and Luna break down what this massive liquidity event means for global capital flows, U.S. Treasury yields, and why the twenty-three point five percent breakeven inflation rate tells a different story than headline numbers. We explore how currency intervention reshapes the backdrop for American investors right now.

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