Yasseen Tamara
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 7 months ago | Last Issue | 16 days ago |
| Active | |||||
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yasseentamara.substack.comLatest Issues
Everything Is Fine Until It Isn't
Everyone is excited about AI. The stock market is pricing in endless growth, cheap compute, and tech companies printing money forever. I think that is wrong, and the data is starting to show it.
Back in 2021 the Fed dropped rates to basica...
The Bond Market Already Voted
The Bond Market Is No Longer Being Patient
When I published this piece eight days ago, I laid out why the Bank of Japan’s June 19 decision was the most important financial event of the summer. Since then, the bond market has stopped w...
The Decision Nobody in America Is Talking About
On June 15 and 16, the Bank of Japan’s nine-member Policy Board will convene for its next scheduled Monetary Policy Meeting, with a decision announced on June 19. Most Americans will not notice. The financial media will be busy parsing Fede...
The Doom Loop Begins
The Japan Doom Loop Is No Longer a Theory
When I wrote about Japan’s bond market in November here:
Yasseen Tamara
When Common Sense Fails: Why Japan’s Bond Yield Surge Isn’t What It Seems
The Obvious Story: Debt, Stimulus, and Surgin...
When Common Sense Fails: Why Japan’s Bond Yield Surge Isn’t What It Seems
The Obvious Story: Debt, Stimulus, and Surging Yields
On the surface, Japan’s recent bond market drama looks easy to explain. In November, the yield on Japan’s 10-year government bond hit 1.71% (highest since 2008). Most observers see t...
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