{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"#98 A coordinated yen rescue can't fix Japan's real rate problem","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6704f63a835696b02f258dd3/1785911912391-31bd2abe-c49a-46dc-ba1b-c6acda8f56ad.jpeg?height=200","description":"

Jason Borbora-Sheen unpacks the first coordinated US-Japan currency intervention since 1998 and why a stronger yen won't hold unless Japan's real rates move. He argues the bigger signal is a global rate cycle that may be settling higher than markets expect, and explains how that's shaping a cautious stance in fixed income.

","author_name":"Ninety One"}