The livestream today broke down the intervention campaign now running in the yen and WHAT actually determines whether it holds. Bessent is talking, Tokyo is intervening, and the policy mechanics underneath have not changed.
The stream maps the exact conditions that decide the yen’s next move, WHY the VIX is rising alongside a 2% equity rally, and HOW the carry trade feeds the entire liquidity picture for the AI trade.
Tomorrow’s Livestream: The Current State Of The Global Economy
Growth, inflation, and policy are diverging across every major economic bloc at the same time. The stream will map WHERE the global economy actually sits right now, HOW the major blocs are diverging, and WHAT that means for positioning into the next regime.
Paid subscribers can join the livestream with this link (the stream will only be available on Substack for paid subscribers):