Stephan Livera Podcast

What’s happening with JPY? - Peruvian Bull SLP571

Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss:  The impossible trinity for Japan Japanese governm...

2024-05-05

Episode notes

Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss: 



  • The impossible trinity for Japan

  • Japanese government debt

  • The global JPY carry trade

  • The impact on the US financial system


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