The Supreme Court's (https://www.cnbc.com/2026/06/29/supreme-court-lisa-cook-trump-federal-reserve.html) is getting all the headlines, but the real policy shock is happening in Tokyo. Japan's yen collapsing four decades tells you carry traders are panicking, which means the zero-rate assumption that's been propping up high-multiple tech and AI is evaporating. Every dollar strength rally that kills emerging market demand also kills multinational revenue growth.

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