Lukas Ekwueme(@ekwufinance):Bessent is getting nervous... the yen is getting ready to dump even further. Together, the US and Japan spent almost $100B intervening in the yen. ~50% of that move has already been reversed... in just 14 days. To put that into perspective, after the March 2020 peak, COVID QE was ~$80B in UST purchases per month.... It looks like even this won't be enough to save the yen. We all don't own enough hard assets.

Lukas Ekwueme

@ekwufinance

Geopolitics, macro & commodities. Newsletter coming soon ↓

加入 August 2022

343 正在关注 52.8K 粉丝

Lukas Ekwueme@ekwufinance

2026.08.18 10:21

Bessent is getting nervous... the yen is getting ready to dump even further. Together, the US and Japan spent almost $100B intervening in the yen. ~50% of that move has already been reversed... in just 14 days. To put that into perspective, after the March 2020 peak, COVID QE was ~$80B in UST purchases per month.... It looks like even this won't be enough to save the yen. We all don't own enough hard assets.

显示更多