Playback speed×Share postShare post at current timeShare from 0:000:00/The Yen intervention: A country can hold the line on FX or their yields, but not both forever 8-4-2026All things financial...Aug 04, 2026ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsThe Fed sells the EURO to buy the Yen. Fed's message is disorder in the Yen is global disorder 8-3-2026Aug 3 • All things financial...Yen Carry Trade: Oil shocks hit Asia in dollars first, and then the currencies next 8-2-2026 Aug 2 • All things financial...Nostradamus of Ai: you don't own the upside if the banker owns the downside 7-31-2026Jul 31 • All things financial...The Fed, Treasury leaders; Spin Cycle Warsh, Miran the moron and besotted Bessent 7-30-2026Jul 31 • All things financial...Yen Carry Trade: every policy choice is a trade-off between inflation, stability & debt 7-27-26Jul 27 • All things financial...Canada can diversify counterparties, but cannot hedge away the map 7-25-2026Jul 25 • All things financial...Pepsico: Wide product variety with narrow input geography is a resilience illusion 7-22-26Jul 22 • All things financial...