EPISODE · Jun 25, 2026 · 4 MIN
The Universal Owner — June 25, 2026: The End of Cheap Money
from The Universal Owner · host Universal Asset Owners
Japan ends the era of cheap global money: the 30-year JGB near 3.9% after the BoJ's move to 1.0%. Plus the sovereign secondary wave (GIC, ADIC, CIC re-pricing private markets) and the AI build-out as an inflation engine. Full brief and today's live scenario, The Liquidity Turn, at universalassetowners.com.
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The Universal Owner — June 25, 2026: The End of Cheap Money
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