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Posts in Inflation
by
Craig Stapleton
November 24, 2025
The Unwind of the Yen Carry Trade: Understanding the Reverse Carry Trade and Its Global Consequences
Introduction Over a year ago, we explained how the Japanese Yen Carry Trade works, and now […]
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by
Craig Stapleton
September 3, 2025
Addressing Global Trade Imbalances: Policy Insights and the Triffin Dilemma
Over-Valued Dollar The recent excitement has been about pressure on the Federal Reserve to lower the […]
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by
Craig Stapleton
July 29, 2025
Interest Rates and Tariffs: Putting Numbers into Perspective
Federal Reserve As the Federal Open Market Committee (FOMC) prepares for its July 29-30, 2025 meeting, […]
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by
Craig Stapleton
May 22, 2025
The Surge in U.S. Treasury and Japanese Bond Yields: Implications and Inflation Concerns
The Surge in U.S. Treasury Yields In recent weeks, the U.S. Treasury market has experienced significant […]
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