Cykros on Nostr: The question us, how do you know when the money printer is on when most of the money ...

The question us, how do you know when the money printer is on when most of the money is generated in the private banking markets, and is affected by a lot more than just US central bank policy?

Is there a reason to think the carry trade is unwound? And if it isn't, is there a reason to think it unwinding rapidly wouldn't result in deleveraging as people rush for dollars to pay off their Yen liabilities?

To say nothing of China.