Kyla Scanlon

speaker

1,192 appearances 8 recordings 5 series first heard Nov 2025 last heard 11 Aug

Kyla Scanlon’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Jan 2026 with 3.

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The Rundown · Can You Govern the Economy Like a Reality TV Show? (ft. Kyla Scanlon) · 25 Jan 2026 podcast

So they were able to borrow at a really low rate, get a high yield at a much higher rate, and then pocket the difference between those two.

But the thing is that that requires is that it requires, you know, Japan rates to stay near zero, which hasn't been happening.

And then it also requires the yen to stay pretty weak relative to the dollar.

And the yen has been going up a little bit too.

So that's everything that's like the pressure cooker that's happening in Japan.

And because rates are going up, people are unwinding their trade, which requires them to sell U.S.

assets and then convert it back into yen, pan off the loan.

And there was a columnist named Albert Edwards that said this creates a great sucking sound in U.S.

assets because everything's just being sucked out

And yeah, Japan bonds are really important to the functionality of the total U.S.

bond market, stock market, and it's kind of getting really delicate at the exact moment that the U.S.

needs it most to remain stable with all of the volatility that's happening from the administration.

yeah yeah and you know you imagine you have the situation where fewer people are seeking out us assets whether that be because they don't have um the ability to do so because of the lack of the in carry trade or the want and then um other people like europe are like okay we're not gonna buy this and that when there's fewer people buying something you have you command a higher price like you have to

The U.S.

government would have to raise yields to entice people to come and buy U.S.

treasuries.

And higher yields mean higher debt service costs for the U.S.

government.

Higher debt service costs mean higher deficits.

Larger deficits mean that you have to issue even more treasuries.

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