Subject: You Have Been Warned
You Have Been Warned
September 4th, 2026 at 1:36 pm +07You Have Been WarnedThe yen carry trade is at risk of a violent unwinding—with potentially severe consequences for your wealth. On Wednesday, the yen was trading above ¥160 to the doll ...
Japan’s Monetary Reversal Could Wipe Out Trillions
September 3rd, 2026 at 6:40 pm +07Japan’s Monetary Reversal Could Wipe Out TrillionsFor more than 25 years, the Bank of Japan conducted the most radical monetary experiment the world had ever seen. Now, the BOJ is reve ...
Japan Could Shake Global Markets Again
August 21st, 2026 at 1:22 pm +07Japan Could Shake Global Markets AgainIs the Yen Carry Trade About to Unwind? During the first days of August 2024, the yen appreciated by approximately 13%. That helped trigger an abrup ...
Is Another Yen Carry-Trade Unwind Coming?
August 19th, 2026 at 7:04 pm +07Is Another Yen Carry-Trade Unwind Coming?Japan has once again become an important source of risk for global financial markets. Japan and the United States recently intervened together to ...
Free Video: The Defense Industry Is Being Reinvented
July 31st, 2026 at 3:21 pm +07Free Video: The Defense Industry Is Being ReinventedI have just published a new seven-minute video, The Defense Industry Is Being Reinvented. It is free for everyone to watch, and I highl ...
Free Video: The Defense Industry Is Being Reinvented
July 31st, 2026 at 2:38 pm +07Free Video: The Defense Industry Is Being ReinventedI have just published a new seven-minute video, The Defense Industry Is Being Reinvented. It is free for everyone to watch, and I highl ...
A Special Offer for Former Macro Watch Subscribers
July 29th, 2026 at 10:00 pm +07A Special Offer for Former Macro Watch SubscribersDear Former Macro Watch Subscriber, You subscribed to Macro Watch in the past. In appreciation for your past support, I would like to off ...
A Special Offer for Former Macro Watch Subscribers
July 29th, 2026 at 5:29 pm +07A Special Offer for Former Macro Watch SubscribersDear Former Macro Watch Subscriber, You subscribed to Macro Watch in the past. In appreciation for your past support, I would like to off ...
FREE VIDEO: Deficits, Bubbles, China, Defense, And AI — A Framework for Understanding the World Today
July 23rd, 2026 at 11:28 pm +07FREE VIDEO: Deficits, Bubbles, China, Defense, And AI — A Framework for Understanding the World TodayThis Macro Watch video is free for everyone to watch. You do not need to be a Macro ...
The AI Arms Race Has Begun
July 9th, 2026 at 7:04 pm +07The AI Arms Race Has BegunArtificial intelligence is rapidly becoming the most important military technology of our age. The country that masters AI first will dominate the rest of this c ...