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Japan’s Heavy Metal PM + Political Threats to Markets + China’s Sad Horse The Hook: Some of the world’s largest advanced economies—the United States, the United Kingdom (UK), Japan, and France—are increasingly vulnerable to market shocks due to a combination of high debt, aging demographics, rising defense spending, and
Durée : 38:21
The Hook: Some of the world’s largest advanced economies—the United States, the United Kingdom (UK), Japan, and France—are increasingly vulnerable to market shocks due to a combination of high debt, aging demographics, rising defense spending, and stimulus-hungry populations at a time when inflation has become a structural challenge.
The Spillovers: More frequent political uncertainty is influencing government bond and currency markets, such as concerns over the unwinding of Japan’s “yen carry trade” following Takaichi Sanae’s reelection, scandal-driven market stress in the UK, and investor nerves around political stability in both the United States and France.
The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.
Mentioned on the Episode:
“Accidental ‘crying horse’ toy wins hearts in China,” Reuters
“Economic Anxiety Is a Global Problem,” Gallup
GUID : thespillover.podbean.com/a8da364b-9794-32ea-a20c-0d55d5cccf91
Date de publication : 12/2/2026 à 22:50:02
