Back in April I mused in Chartbook #113 on ramifications for $-system of a historic fall in yen. Did not get much right, other than the question. Here @goodalexander spells out channel through which rate differentials & Fx vol are crushing Jp demand for US mortgages right now. twitter.com/goodalexander/…
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…