Playback speed×Share postShare post at current timeShare from 0:000:00/81Yen Carry Trade: Oil shocks hit Asia in dollars first, and then the currencies next 8-2-2026 All things financial...Aug 02, 202681ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsThe 1942-1951 Precedent: Rate Peg, Financial Repression and duration control 9-16-20266 hrs ago • All things financial...The FOMC Decision: Four Scenarios for September 16th Currencies, Bonds & Equities 9-15-2026 Sep 15 • All things financial...Dollar devaluation: Iranian War decided timing on the Asian surplus countries revaluations 9-14-2026Sep 14 • All things financial...A good interim deal buys time, stability & bargaining space until who has the leverage claims victory 9-13-2026Sep 13 • All things financial...If the "house" is broken, a casino or institution, don't assume the usual odds still apply 9-10-2026Sep 10 • All things financial...The dollar is a currency, with 3 functions, the functions are bifurcating, what to watch 9-8-2026Sep 8 • All things financial...The Year's Worst-Performing Currencies - and the rules that generate the list 9-7-2026Sep 7 • All things financial...Monetization without printing; whoever controls a overfilled TGA controls QE without a vote 8-6-2026Sep 6 • All things financial...