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Japanese capital repatriation is creating a liquidity vacuum in US Treasuries, breaking the traditional safe-haven correlation between bonds and metals. Simultaneously…
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May 18
·
17 min read
The Duration Paradox: JPY Repatriation and the Silver Margin Trap
Japanese capital repatriation is creating a liquidity vacuum in US Treasuries, breaking the traditional safe-haven correlation between bonds and…
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