
In this episode, Darius explores whether faster Bank of Japan rate hikes could trigger a correction in global stocks, why the risk of a major yen carry trade unwind has declined, and what tighter global monetary policy could mean for market liquidity. He also explains why the Fed may need to tighten in the near term to create room for substantially easier policy later.
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Is the Fed serious about price stability?

Does the Kevin Warsh Fed want investors to buy stocks or bonds?

Can the US grow its way out of the “debt disease” if politics slow AI development?

Will the uptrend in global liquidity be sustained?
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