Comment by gadflyinyoureye
13 hours ago
Money will be interesting the next few years.
There is a real chance that the Japanese carry trade will close soon the BoJ seeing rates move up to 4%. This means liquidity will drain from the US markets back into Japan. On the US side there is going to be a lot of inflation between money printing, refund checks, amortization changes and a possible war footing. Who knows?
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