EPISODE · Sep 7, 2026 · 4 MIN
Extended Listen — Monday, September 7, 2026: What Japan’s reserve data actually says
from The Universal Owner · host Universal Asset Owners
A longer look at the two stories underneath today's brief: the composition of Japan's record reserve fall — foreign securities down $87.8bn against a $79.6bn total — and why Korea's National Pension Service suspending FX hedging matters more than its size suggests.
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Extended Listen — Monday, September 7, 2026: What Japan’s reserve data actually says
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