Geopolitics

Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - IndraStra Global

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DW NOTE

Japan's debt-to-GDP ratio exceeds 260% — nearly double Italy's — yet the yen trades as if this is sustainable. It isn't. The BOJ has spent three decades proving that monetizing government debt works right up until the moment foreign creditors decide it doesn't. With U.S. 10-year yields at 4.71% and Japanese yields still pinned near zero through bond purchases, the carry trade remains the only thing holding the currency together.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - IndraStra Global

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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