โ ExplanationAdvancedPersonal Finance โบ Debt & Credit
The Great Return: Why Japanese Life Insurers are Quietly Starving the US Bond Market
For decades, Japanese institutional investors have been the largest foreign holders of U.S. debt. However, a structural shift in Japanese interest rates is now triggering a mass repatriation of capital, creating a silent liquidity squeeze that could drive U.S. mortgage rates higher regardless of Fed policy.
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โ ExplanationAdvancedGovernment & Fiscal Policy โบ Fiscal Policy
The Tobin Tax โ The 50-Year Debate Over Taxing Financial Transactions
Analyzing James Tobin's 1972 proposal to 'throw sand in the wheels' of global finance and the ongoing struggle to implement a Financial Transaction Tax.
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