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JPYJGBJapan
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MacrosReport, Blogs & InsightsMarkets & InvestmentsGeopoliticsUS / West

https://johnjhardy.substack.com/p/between-a-greenland-rock-and-a-jgb

🔗John Hardy's Between a Greenland rock and a JGB hard place.

"Below is what a devaluation of a country’s currency and its public debt (the same thing, often) look like. Consider your return as a US-based investor in that JGB over the last several years - falling from 95 to 38 and the currency falling by a third as well. After this latest…

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UJ
Jan 20, 2026