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Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura

Inflection Point

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The Bond Market and the Currency Market, Right?

Brent Johnson has done a great job of illustrating this kind of the relationship in between a country's bond market and their currency, right? And especially when you have inflation, generally, maybe not in Japan, that's a new dynamic. So I'm worried about fundamentally central bank hand to both, right? You can't support both your, your bond market and your currency market. It's one at the expense of the other.

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