{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6519d8767ded3e0011c51f4d/6645b6b04f61540012dee59f?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"The Return of Yentervention ","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6519d8767ded3e0011c51f4d/1715844761808-946df7dce879d224885ffef08b634750.jpeg?height=200","description":"<p>Weston Nakamura's guest appearance on Endgame Podcast with <a href=\"https://studio.youtube.com/channel/UCBOudZhQEQuOb14_-DK3PUw\" rel=\"noopener noreferrer\" target=\"_blank\">&nbsp;@peruvian_bull&nbsp;</a> discussing the Bank of Japan, Ministry of Finance and the latest round of yenterventions. </p><p><br></p><p><strong>Endgame Podcast: Welcome to the YenGame with Weston Nakamura</strong></p><p>(Filmed on Friday May 3rd 2024)</p><p><br></p><p><br></p><p>2:10 Background of Bank of Japan's Radical Policy Experimentation </p><p>11:45 How Yield Curve Control Ultimately Failed</p><p>19:30 Limitations To Further JGB Buying, And Unwinding</p><p>22:57 The Carry Trade</p><p>27:52 🇯🇵BOJ + 🇦🇺RBA’s Dual YCC, AUD/JPY Carry Trade, and Risk Assets in 2020</p><p>32:10 Current State of JPY Carry Trade</p><p>37:15 Japan’s Playbook: “Aggressively Waiting” &amp; The Unknown</p><p>45:25 “Too Big To Fail Countries” - Japan’s Moral Hazard</p><p>50:45 Yentervention Week and Near-Term Markets</p><p>56:30 A Failed Yentervention: Japan’s Biggest Immediate-Term Fear</p><p>58:50 MOF Is the Most Informed Market Parcipant</p><p>1:02:55 Japan Capital Controls?</p><p>1:06:38 Asia Regional Impact: Chinese yuan &amp; Korean won</p><p>1:17:50 US Treasuries </p><p><br></p><p><strong>Follow Peruvial Bull:</strong></p><p><a href=\"dollarendgame.substack.com\" rel=\"noopener noreferrer\" target=\"_blank\">dollarendgame.substack.com</a></p><p><a href=\"twitter.com/peruvian_bull\" rel=\"noopener noreferrer\" target=\"_blank\">twitter.com/peruvian_bull</a></p><p><br></p><p><strong>\"Japan At War With Markets (I) - Anatomy of Yentervention Week\"</strong></p><p><strong>Read full article on Across The Spread HERE ☛  </strong><a href=\"https://bit.ly/44IUcks\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>https://bit.ly/44IUcks</strong></a></p><p><br></p><p>Support Across The Spread on Substack for original market insights and commentary.</p><p>Follow on X: <a href=\"twitter.com/acrossthespread\" rel=\"noopener noreferrer\" target=\"_blank\">twitter.com/acrossthespread</a></p><p><br></p><p><a href=\"acrossthespread.com\" rel=\"noopener noreferrer\" target=\"_blank\">acrossthespread.com</a></p>","author_name":"Weston Nakamura"}