The Hidden Risk In Japan That Could Collapse Global Economies

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The macro situation is worse this summer compared to last summer, so where's Japan's carry trade? If the July 2024 jobs report provoked a violent financial backlash, you'd think the July 2025 version would have, too. The fact that it didn't points to several key developments, important warnings from JPY and JGBs.
Video Length: 00:18:22
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