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The rest of the year looks set to be shaped bytrade wars,real conflicts,bond market gyrationsandmega tech IPOs. In other words: more of the same. Email me your hopes for the next four months. If this newsletter was forwarded to you, sign up here to get it in your inbox every weekend.OPENING LINE“Where is Japanese monetary policy set? As far as traders are concerned, the answer is increasingly Washington.”Read more:Takaichi’s Japan risks ceding policy control to US.FIVE THINGS I LEARNED FROM BREAKINGVIEWS THIS WEEKThe average maturity of UK government debt is nearly twice that of France, Italy and Japan. Following its Hong Kong IPO, fast-fashion firm Shein’s0625.HKvalue sank 75% below its $98 billion peak. U.S. bond yields imply inflation will average 2.3% a year over the next decade. 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