Q&A #216
J-Hole hawk-fest? Jolt of Warsh jolted by JOLTS? Do emerging market currencies and economies ‘have’ to get crushed when the dollar goes higher? Can’t they just borrow locally to fill in the US$ funding gap? What did the Japanese and US Treasury really do during yen-tervention? Did it really fail already? Why can’t Japan control JPY? What’s going on with the copper-to-gold ratio? Is it showing reflation? Does that come from the AI boom? Is it the same thing as ‘soaring’ long bond yields? Are these related?
