Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMIC JAPAN TIME TO PAY ATTENTION TO THE JAPANESE CARRY TRADE! OBSERVATIONS: WHO IS BIDENOMICS HELPING MOST? We are going to focus on the Japanese Carry Trade in this newsletter, but first we need to make a few points on the Bidenomics debt buildup which […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL JAPAN A TENUOUS JAPANESE CARRY TRADE? My view of Japan over the last couple of decades has changed. During the era of what even Japan refers to as the “Lost Decades”, I have come to view Japan as a Bank! It operates like […]
