Deep Japan Series 01: Japan Macro as the Hidden Node of Global Markets
Series 01: The Yen Is Not a Currency. It Is the World’s Cheapest Balance Sheet.
Most investors do not treat Japan as the center of global macro.
That is understandable.
Japan does not usually look dramatic. It does not dominate the screen like the Federal Reserve. It does not create the daily dopamine of Nvidia, oil shocks, crypto squeezes, or China panic …
