Summary
Video #10 in the allthingsfinancial series. Japan debt/currency contradiction under U.S. demands; yen carry systemic risk
Key Insight
Japan debt/currency contradiction under U.S. demands; yen carry systemic risk
Framework Refinement
Added plumbing-risk channel from policy conflict to global markets
Sections Referenced
Source: The Eagle and the setting Sun: politics is the reconciliation of conflicting interests