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"Zero interest rates aren't normal. That’s for someone who's dying." 🚨 Patrick Boyle 💎 breaks down why the push for "left-wing style economics", like doubling the national debt to mimic Japan, is an absolute recipe for disaster. The reality? Japan has faced three lost decades, and those "cheap" interest... show more

TRIGGERnometry

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32,195 просмотров • 1 месяц назад •via X (Twitter)

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The Bank of Japan Just Sent a Warning to the Entire Financial World by Raising Its Rate to a 31 Year High. Does this signal the end of the world’s cheapest money? Japan just raised interest rates to 1%, the highest level since 1995. That may sound small, but for Japan, it is a major macro turning point. After decades of zero rates, deflation, and ultra-cheap money, the Bank of Japan is now trying to normalize policy while facing a weak yen, rising imported inflation, higher energy costs, and one of the largest government debt burdens in the world. In this video, we discuss why Japan’s 1% rate hike matters far beyond Japan, from the yen carry trade and global liquidity to Japanese bonds, equities, inflation, and everyday life.

The Bank of Japan Just Sent a Warning to the Entire Financial World by Raising Its Rate to a 31 Year High. Does this signal the end of the world’s cheapest money? Japan just raised interest rates to 1%, the highest level since 1995. That may sound small, but for Japan, it is a major macro turning point. After decades of zero rates, deflation, and ultra-cheap money, the Bank of Japan is now trying to normalize policy while facing a weak yen, rising imported inflation, higher energy costs, and one of the largest government debt burdens in the world. In this video, we discuss why Japan’s 1% rate hike matters far beyond Japan, from the yen carry trade and global liquidity to Japanese bonds, equities, inflation, and everyday life.

YCC Macro

50,861 просмотров • 2 месяцев назад

🚨 JUST IN: President Trump is ERUPTING right now on the Federal Reserve for making us pay higher interest rates than other countries who only thrive BECAUSE OF US "EVERY POINT of interest is $600 BILLION DOLLARS!" 🤯 "Two points means we make a fortune." "We keep driving it up. It's a very unfair system." "They LIVE off the United States. So WHY are we paying higher interest rates than them!?" "You know, in the old days, we used to pay the lowest interest rate, no matter how we were doing, because we sort of generate for the whole world!" "And I want to see it where interest rate, and I have to tell you, we have a wonderful chairman. I think he's doing a great job. The problem is he has a board, and it's a political board." Cut the rates ASAP!

🚨 JUST IN: President Trump is ERUPTING right now on the Federal Reserve for making us pay higher interest rates than other countries who only thrive BECAUSE OF US "EVERY POINT of interest is $600 BILLION DOLLARS!" 🤯 "Two points means we make a fortune." "We keep driving it up. It's a very unfair system." "They LIVE off the United States. So WHY are we paying higher interest rates than them!?" "You know, in the old days, we used to pay the lowest interest rate, no matter how we were doing, because we sort of generate for the whole world!" "And I want to see it where interest rate, and I have to tell you, we have a wonderful chairman. I think he's doing a great job. The problem is he has a board, and it's a political board." Cut the rates ASAP!

War Correspondent

23,561 просмотров • 5 дней назад

🚨 JUST IN: President Trump is ERUPTING right now on the Federal Reserve for making us pay higher interest rates than other countries who only thrive BECAUSE OF US "EVERY POINT of interest is $600 BILLION DOLLARS!" 🤯 "Two points means we make a fortune." "We keep driving it up. It's a very unfair system." "They LIVE off the United States. So WHY are we paying higher interest rates than them!?" "You know, in the old days, we used to pay the lowest interest rate, no matter how we were doing, because we sort of generate for the whole world!" "And I want to see it where interest rate, and I have to tell you, we have a wonderful chairman. I think he's doing a great job. The problem is he has a board, and it's a political board." Cut the rates ASAP!

🚨 JUST IN: President Trump is ERUPTING right now on the Federal Reserve for making us pay higher interest rates than other countries who only thrive BECAUSE OF US "EVERY POINT of interest is $600 BILLION DOLLARS!" 🤯 "Two points means we make a fortune." "We keep driving it up. It's a very unfair system." "They LIVE off the United States. So WHY are we paying higher interest rates than them!?" "You know, in the old days, we used to pay the lowest interest rate, no matter how we were doing, because we sort of generate for the whole world!" "And I want to see it where interest rate, and I have to tell you, we have a wonderful chairman. I think he's doing a great job. The problem is he has a board, and it's a political board." Cut the rates ASAP!

Eric Daugherty

434,948 просмотров • 8 дней назад

🚨 THE YEN INTERVENTION WAS NEVER ABOUT JAPAN, IT WAS ABOUT SAVING AMERICA Japan’s Finance Minister and the BoJ were threatening “BOLD ACTIONS” to save the collapsing yen. BoJ’s Yuto even publicly apologized for the emergency measures they had ready… like they knew something catastrophic was coming. Then BOOM… U.S. Treasury Secretary steps in and LITERALLY takes over BoJ operations. The U.S. has $14 trillion in Treasuries maturing in the next 3 years. Those old bonds only paid ~3.3%. Today’s rates are 4.67%. Refinancing them means +$192 billion extra interest. The U.S. is already paying over $1 trillion a year just on interest (more than Japan’s whole national budget). If the Bank of Japan hikes rates, the yen surges, Japan dumps U.S. Treasuries, American yields explode, and the $14 trillion refinancing bomb detonates into a full-blown U.S. debt crisis. The U.S. debt ceiling is already touching $40 Trillion. That’s why Washington is panicking. All of it traces back to one fear: U.S. long-term interest rates cannot be allowed to spike any further. Japan’s own Prime Minister is now threatening the BoJ Governor to Buy Japanese treasuries. The BoJ is warning that it would be total financial catastrophe… the kind that vaporizes savings, tanks the currency into free-fall, and sparks a sovereign debt death spiral the world hasn’t seen since the 1900s. The BoJ desperately wants to hike rates to stop the bleeding and save Japan’s economy. But Washington and Japan’s own administration are blocking them cold. The upcoming G20 + Bank of Japan meeting could tell us whether this pressure campaign works… or the carry trade finally unwinds.

🚨 THE YEN INTERVENTION WAS NEVER ABOUT JAPAN, IT WAS ABOUT SAVING AMERICA Japan’s Finance Minister and the BoJ were threatening “BOLD ACTIONS” to save the collapsing yen. BoJ’s Yuto even publicly apologized for the emergency measures they had ready… like they knew something catastrophic was coming. Then BOOM… U.S. Treasury Secretary steps in and LITERALLY takes over BoJ operations. The U.S. has $14 trillion in Treasuries maturing in the next 3 years. Those old bonds only paid ~3.3%. Today’s rates are 4.67%. Refinancing them means +$192 billion extra interest. The U.S. is already paying over $1 trillion a year just on interest (more than Japan’s whole national budget). If the Bank of Japan hikes rates, the yen surges, Japan dumps U.S. Treasuries, American yields explode, and the $14 trillion refinancing bomb detonates into a full-blown U.S. debt crisis. The U.S. debt ceiling is already touching $40 Trillion. That’s why Washington is panicking. All of it traces back to one fear: U.S. long-term interest rates cannot be allowed to spike any further. Japan’s own Prime Minister is now threatening the BoJ Governor to Buy Japanese treasuries. The BoJ is warning that it would be total financial catastrophe… the kind that vaporizes savings, tanks the currency into free-fall, and sparks a sovereign debt death spiral the world hasn’t seen since the 1900s. The BoJ desperately wants to hike rates to stop the bleeding and save Japan’s economy. But Washington and Japan’s own administration are blocking them cold. The upcoming G20 + Bank of Japan meeting could tell us whether this pressure campaign works… or the carry trade finally unwinds.

Stern Drew

103,360 просмотров • 16 дней назад

$Japan is the largest foreign holder of US Treasury bonds at $1.2 trillion. For years, Japanese pension funds, insurance companies, and banks borrowed at 0% interest rates at home and invested that money in US Treasury bonds yielding 4-5%. This "carry trade" was essentially free money—borrow for nothing and earn solid returns with minimal risk. They turned this into a $20 trillion global trade (with 1.2 trillion being US Treasury bonds). But the game is changing. In November 2025, Japan announced a $130 billion stimulus package—money the government planned to spend to boost the economy. Normally, this would be good news. Instead, Japan's interest rates spiked to 1.8%, the highest in 20 years. Why? The bond market was sending a clear message: with Japan's debt already at 234% of GDP, investors have lost confidence in its ability to keep borrowing. This reaction ended the zero-rate environment that made the carry trade work. Now Japanese rates are at 1.8% while US rates are around 4.2%. The gap is shrinking, which means the carry trade isn't as profitable anymore. Japanese institutions might start selling their US Treasury bonds and bringing that money back home where rates are now competitive. If Japanese institutions start bringing that money home—even a fraction of it—the impact on US markets could be massive. When lots of people sell bonds, bond prices drop. When bond prices drop, interest rates go up. Higher US interest rates mean higher costs for mortgages, car loans, and credit cards for regular Americans. It also means the US government has to pay more to borrow money—and they're already paying $1 trillion per year just on interest for existing debt. The world's largest creditor-debtor relationship is entering uncharted territory. PS - I've recorded a 22-minute video covering this in more detail, as well as which sectors (and stocks) will benefit/suffer when this unfolds. If you want access to it, comment "JAPAN" and I'll DM it to you.$

Japan is the largest foreign holder of US Treasury bonds at $1.2 trillion. For years, Japanese pension funds, insurance companies, and banks borrowed at 0% interest rates at home and invested that money in US Treasury bonds yielding 4-5%. This "carry trade" was essentially free money—borrow for nothing and earn solid returns with minimal risk. They turned this into a $20 trillion global trade (with 1.2 trillion being US Treasury bonds). But the game is changing. In November 2025, Japan announced a $130 billion stimulus package—money the government planned to spend to boost the economy. Normally, this would be good news. Instead, Japan's interest rates spiked to 1.8%, the highest in 20 years. Why? The bond market was sending a clear message: with Japan's debt already at 234% of GDP, investors have lost confidence in its ability to keep borrowing. This reaction ended the zero-rate environment that made the carry trade work. Now Japanese rates are at 1.8% while US rates are around 4.2%. The gap is shrinking, which means the carry trade isn't as profitable anymore. Japanese institutions might start selling their US Treasury bonds and bringing that money back home where rates are now competitive. If Japanese institutions start bringing that money home—even a fraction of it—the impact on US markets could be massive. When lots of people sell bonds, bond prices drop. When bond prices drop, interest rates go up. Higher US interest rates mean higher costs for mortgages, car loans, and credit cards for regular Americans. It also means the US government has to pay more to borrow money—and they're already paying $1 trillion per year just on interest for existing debt. The world's largest creditor-debtor relationship is entering uncharted territory. PS - I've recorded a 22-minute video covering this in more detail, as well as which sectors (and stocks) will benefit/suffer when this unfolds. If you want access to it, comment "JAPAN" and I'll DM it to you.

Felix Prehn 🐶

225,406 просмотров • 8 месяцев назад

🚨 President Trump is FED UP with with American taxpayers SUBSIDIZING a LAUNDRY LIST of countries while we pay RIDICULOUS interest rates, courtesy of the Fed 60+ countries live off American business while paying a FRACTION of our interest rates. Switzerland sits at half a percent. We pay 3.5%+ "In the old days, we used to pay the LOWEST interest rate no matter how we were doing, because we sort of generate for the whole world." "I have the absolute right to cut off all business with a country like Switzerland, like any. So why are they prime if I can cut off the business and they are no longer functional!?" "And yet they're considered to be like an elite country." "And I don't want to single them out because there's 60 countries like that. They LIVE off the United States. So why are we paying higher interest rates than them?!"

🚨 President Trump is FED UP with with American taxpayers SUBSIDIZING a LAUNDRY LIST of countries while we pay RIDICULOUS interest rates, courtesy of the Fed 60+ countries live off American business while paying a FRACTION of our interest rates. Switzerland sits at half a percent. We pay 3.5%+ "In the old days, we used to pay the LOWEST interest rate no matter how we were doing, because we sort of generate for the whole world." "I have the absolute right to cut off all business with a country like Switzerland, like any. So why are they prime if I can cut off the business and they are no longer functional!?" "And yet they're considered to be like an elite country." "And I don't want to single them out because there's 60 countries like that. They LIVE off the United States. So why are we paying higher interest rates than them?!"

Nick Sortor

200,159 просмотров • 8 дней назад

🚨WARNING: SOMETHING EXTREMELY BAD IS COMING TOMORROW!! The Bank of Japan will officially raise interest rates to 1.00%. Japan hasn't seen rates at 1.00% since the 1990s. And if you think Japan has no impact on global markets... YOU ARE COMPLETELY WRONG. Every time BOJ hiked rates, Bitcoin dumped by 20%+ in days. And this isn't just about Bitcoin. It's about global liquidity. It's about capital flows. And it's about a market that isn't prepared for what's coming. Let me explain. The last time Japan operated in this interest rate range, the global financial system was already showing signs of stress. In 1994, the infamous "Great Bond Massacre" wiped out roughly $1.5 TRILLION in bond market value. Then the pressure intensified. In early 1995, the Japanese yen went PARABOLIC. On April 19, 1995, USD/JPY fell to 79.75 - the lowest level ever recorded. Now here's the part almost nobody talks about. Japan tightened policy... Then was forced to reverse course. Later that same year, the BOJ cut its discount rate back to 0.50%. That single fact tells you everything you need to know. Because when Japan tightens into a fragile system, the consequences don't stay inside Japan. Japan is the backbone of global liquidity. Japan is the world's largest funding source. And Japan remains one of the largest foreign holders of U.S. debt. Today, Japan owns more than $1.25 TRILLION in U.S. Treasuries. Which means any major shift in Japanese policy will affect EVERY major asset class on the planet. THIS IS THE WARNING. Not because rates are rising. But because the last time Japan reached these levels, financial stress was already there. Markets aren't pricing that risk today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called many market tops and bottoms, including the $126K Bitcoin ATH. Follow and turn notifications on. I'll publicly post the next call here first.

🚨WARNING: SOMETHING EXTREMELY BAD IS COMING TOMORROW!! The Bank of Japan will officially raise interest rates to 1.00%. Japan hasn't seen rates at 1.00% since the 1990s. And if you think Japan has no impact on global markets... YOU ARE COMPLETELY WRONG. Every time BOJ hiked rates, Bitcoin dumped by 20%+ in days. And this isn't just about Bitcoin. It's about global liquidity. It's about capital flows. And it's about a market that isn't prepared for what's coming. Let me explain. The last time Japan operated in this interest rate range, the global financial system was already showing signs of stress. In 1994, the infamous "Great Bond Massacre" wiped out roughly $1.5 TRILLION in bond market value. Then the pressure intensified. In early 1995, the Japanese yen went PARABOLIC. On April 19, 1995, USD/JPY fell to 79.75 - the lowest level ever recorded. Now here's the part almost nobody talks about. Japan tightened policy... Then was forced to reverse course. Later that same year, the BOJ cut its discount rate back to 0.50%. That single fact tells you everything you need to know. Because when Japan tightens into a fragile system, the consequences don't stay inside Japan. Japan is the backbone of global liquidity. Japan is the world's largest funding source. And Japan remains one of the largest foreign holders of U.S. debt. Today, Japan owns more than $1.25 TRILLION in U.S. Treasuries. Which means any major shift in Japanese policy will affect EVERY major asset class on the planet. THIS IS THE WARNING. Not because rates are rising. But because the last time Japan reached these levels, financial stress was already there. Markets aren't pricing that risk today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called many market tops and bottoms, including the $126K Bitcoin ATH. Follow and turn notifications on. I'll publicly post the next call here first.

0xNobler

201,029 просмотров • 2 месяцев назад

Japan keeps threatening to intervene in yen because its exchange value doesn't match interest rate differentials. But interest rate differentials don't really matter, so why intervene? It's all for show. Keep up appearances for the voters (who keep pressuring PMs out of office). Japan in 2025 is the very essence of interest rate differentials. US Treasury yields, by contrast to those for JGBs, are declining. Also, the Fed is cutting its policy rates, if you care about that kind of thing. In other words, whether you believe central bank policy rate differentials driven the currency value or market differentials do, in Japan’s case both have been highly favorable for the yen. Yet, it sinks anyway. This is where the finance ministry’s threats of intervention come from. The government says when judging from interest rate differentials JPY should be far stronger – again, the yen should be going in the complete other direction, strengthening not weakening back to historical lows. Since the currency isn’t doing what the government and central bank think it should be doing, you know what that means – it’s time to blame speculators! Those dirty, evil speculators must be back at it, forcing the currency to do what it otherwise wouldn’t because without speculators the yen would be rising with those interest rates differentials falling. But what if the yen’s exchange rate isn’t actually determined by interest rates at all? That would eliminate not just the speculator excuse, it would also completely undermine everything officials are doing, everything they’ve said, the entire operation. They have to blame speculators because to admit the truth would be to blow the whole Economics and central bank mythmaking up. The yen isn’t a product of central bank policy differences, it is a byproduct of the eurodollar.

Japan keeps threatening to intervene in yen because its exchange value doesn't match interest rate differentials. But interest rate differentials don't really matter, so why intervene? It's all for show. Keep up appearances for the voters (who keep pressuring PMs out of office). Japan in 2025 is the very essence of interest rate differentials. US Treasury yields, by contrast to those for JGBs, are declining. Also, the Fed is cutting its policy rates, if you care about that kind of thing. In other words, whether you believe central bank policy rate differentials driven the currency value or market differentials do, in Japan’s case both have been highly favorable for the yen. Yet, it sinks anyway. This is where the finance ministry’s threats of intervention come from. The government says when judging from interest rate differentials JPY should be far stronger – again, the yen should be going in the complete other direction, strengthening not weakening back to historical lows. Since the currency isn’t doing what the government and central bank think it should be doing, you know what that means – it’s time to blame speculators! Those dirty, evil speculators must be back at it, forcing the currency to do what it otherwise wouldn’t because without speculators the yen would be rising with those interest rates differentials falling. But what if the yen’s exchange rate isn’t actually determined by interest rates at all? That would eliminate not just the speculator excuse, it would also completely undermine everything officials are doing, everything they’ve said, the entire operation. They have to blame speculators because to admit the truth would be to blow the whole Economics and central bank mythmaking up. The yen isn’t a product of central bank policy differences, it is a byproduct of the eurodollar.

Jeffrey P. Snider

17,429 просмотров • 8 месяцев назад

Trump doesn’t need to fire Powell; he can just sideline him entirely by announcing his successor tomorrow. Just like world leaders turned away from Biden, markets would turn away from Powell, and mortgage and government bond rates would start to come down immediately. Remember what happened after Trump’s victory in 2020—Joe Biden was still technically president, but no foreign leader, diplomat, or CEO cared. They all rushed to Mar-a-Lago to meet with Trump because everyone knew who the next leader was. Apply that same logic to the Fed. If Trump announces that the next Fed Chair is Scott Bessent, the bond market, which drives real-world rates far more than the Fed’s overnight rate, would begin ignoring Powell’s stubbornness and shift focus to Bessent’s commitment to bring rates back in line with economic reality. Bessent would effectively become the shadow Fed chair. He could speak across the country and signal clearly: when I take office in May 2026 (when Powell's term is up), rates are coming down by a lot. As someone who spent a decade trading interest rate derivatives, I can tell you—the bond market would have no choice but to start pricing that in. Interest rates on mortgages, credit cards, and government debt would fall almost immediately because Bessent would be seen as credible, confirmable, and committed to ending the artificially high interest rates that Powell is imposing on our economy.

Trump doesn’t need to fire Powell; he can just sideline him entirely by announcing his successor tomorrow. Just like world leaders turned away from Biden, markets would turn away from Powell, and mortgage and government bond rates would start to come down immediately. Remember what happened after Trump’s victory in 2020—Joe Biden was still technically president, but no foreign leader, diplomat, or CEO cared. They all rushed to Mar-a-Lago to meet with Trump because everyone knew who the next leader was. Apply that same logic to the Fed. If Trump announces that the next Fed Chair is Scott Bessent, the bond market, which drives real-world rates far more than the Fed’s overnight rate, would begin ignoring Powell’s stubbornness and shift focus to Bessent’s commitment to bring rates back in line with economic reality. Bessent would effectively become the shadow Fed chair. He could speak across the country and signal clearly: when I take office in May 2026 (when Powell's term is up), rates are coming down by a lot. As someone who spent a decade trading interest rate derivatives, I can tell you—the bond market would have no choice but to start pricing that in. Interest rates on mortgages, credit cards, and government debt would fall almost immediately because Bessent would be seen as credible, confirmable, and committed to ending the artificially high interest rates that Powell is imposing on our economy.

James Fishback

379,788 просмотров • 1 год назад

NEW: Karoline Leavitt holds up Trump’s handwritten note to Fed Chair Powell, telling him to cut rates. This one’s classic Trump and Leavitt made sure everyone in the media saw it. She held up the paper during the press briefing, pointing to the long list of countries with lower interest rates than the U.S.: “We have interest rates that are still too high, so the president sent this note to the Fed Chair today.” Reading from the chart she waved for cameras: “This is a chart of all of the interest rates of many countries throughout the world. At the top is Switzerland. They're only paying a quarter for interest rates.” Then she rattled off the list: “Cambodia, Japan, Denmark, Thailand, Botswana, Barbados, Taiwan, Bulgaria, Cuba, Sweden, Morocco, Cabo Verde, South Korea, Algeria, Canada, Albania, Libya, Malaysia, China, New Zealand, Trinidad and Tobago...” “All paying lower interest rates than the United States of America, which has one of the hottest and strongest economies in the world.” Then she read Trump’s blunt message to Jerome Powell, signed and delivered: “Jerome, you are as usual too late, you have cost the USA a fortune and continue to do so. You should lower the rate by a lot. Hundreds of billions of dollars are being lost, and there is low inflation.” “The president is right, there is historically low inflation thanks to his policies.”

NEW: Karoline Leavitt holds up Trump’s handwritten note to Fed Chair Powell, telling him to cut rates. This one’s classic Trump and Leavitt made sure everyone in the media saw it. She held up the paper during the press briefing, pointing to the long list of countries with lower interest rates than the U.S.: “We have interest rates that are still too high, so the president sent this note to the Fed Chair today.” Reading from the chart she waved for cameras: “This is a chart of all of the interest rates of many countries throughout the world. At the top is Switzerland. They're only paying a quarter for interest rates.” Then she rattled off the list: “Cambodia, Japan, Denmark, Thailand, Botswana, Barbados, Taiwan, Bulgaria, Cuba, Sweden, Morocco, Cabo Verde, South Korea, Algeria, Canada, Albania, Libya, Malaysia, China, New Zealand, Trinidad and Tobago...” “All paying lower interest rates than the United States of America, which has one of the hottest and strongest economies in the world.” Then she read Trump’s blunt message to Jerome Powell, signed and delivered: “Jerome, you are as usual too late, you have cost the USA a fortune and continue to do so. You should lower the rate by a lot. Hundreds of billions of dollars are being lost, and there is low inflation.” “The president is right, there is historically low inflation thanks to his policies.”

The Vigilant Fox 🦊

1,039,977 просмотров • 1 год назад

For 30 years, Japanese investors borrowed money at near-zero interest rates and poured trillions into US stocks and bonds. It was FREE money with a 5% return from US stocks and bonds. But Japan's interest rates just hit their highest level since 1999, jumping above 2%. Meanwhile, US rates dropped from 5% to 4%. Add in currency conversion costs, and suddenly that "free money" trade barely breaks even—or loses money entirely. But here’s the problem. When a trade stops being profitable, investors don't just hold and hope. They exit. And to exit the carry trade, Japanese investors must sell their US holdings to pay back their yen-denominated loans. We're not talking about millions—this is a multi-trillion dollar position built up over three decades. We saw a preview in 2024 when Japan hinted at rate hikes—US markets had a mini-meltdown. And that’s just the start of it. Japan holds $1.4 trillion in US debt. T he new prime minister needs money for tax cuts and stimulus. If she starts selling that debt to fund her agenda, US interest rates rise, borrowing costs spike, and stock prices fall. This isn't a crisis yet—but it's a ticking time bomb most investors don't even know exists. Let me explain how you can prepare for this. I've put together a complete action plan that shows you exactly when to sell, how to position your portfolio, and which assets win when governments start printing money. Watch the full breakdown here:

For 30 years, Japanese investors borrowed money at near-zero interest rates and poured trillions into US stocks and bonds. It was FREE money with a 5% return from US stocks and bonds. But Japan's interest rates just hit their highest level since 1999, jumping above 2%. Meanwhile, US rates dropped from 5% to 4%. Add in currency conversion costs, and suddenly that "free money" trade barely breaks even—or loses money entirely. But here’s the problem. When a trade stops being profitable, investors don't just hold and hope. They exit. And to exit the carry trade, Japanese investors must sell their US holdings to pay back their yen-denominated loans. We're not talking about millions—this is a multi-trillion dollar position built up over three decades. We saw a preview in 2024 when Japan hinted at rate hikes—US markets had a mini-meltdown. And that’s just the start of it. Japan holds $1.4 trillion in US debt. T he new prime minister needs money for tax cuts and stimulus. If she starts selling that debt to fund her agenda, US interest rates rise, borrowing costs spike, and stock prices fall. This isn't a crisis yet—but it's a ticking time bomb most investors don't even know exists. Let me explain how you can prepare for this. I've put together a complete action plan that shows you exactly when to sell, how to position your portfolio, and which assets win when governments start printing money. Watch the full breakdown here:

Felix Prehn 🐶

45,592 просмотров • 6 месяцев назад

Yesterday, Jerome Powell refused to guarantee a rate cut in December—meaning no relief on mortgages or credit cards for Americans. But he had no problem guaranteeing a rate cut in August 2024 to rig the election for Kamala Harris. President Trump has largely defeated inflation, bringing CPI to 1.9% since taking office—below the Fed’s 2% target. So why are interest rates still near 20-year highs? There’s only one reason: Powell doesn’t want to help President Trump. He doesn’t want to help the Golden Age. Powell's stubborn recalcitrance is hurting American families.

Yesterday, Jerome Powell refused to guarantee a rate cut in December—meaning no relief on mortgages or credit cards for Americans. But he had no problem guaranteeing a rate cut in August 2024 to rig the election for Kamala Harris. President Trump has largely defeated inflation, bringing CPI to 1.9% since taking office—below the Fed’s 2% target. So why are interest rates still near 20-year highs? There’s only one reason: Powell doesn’t want to help President Trump. He doesn’t want to help the Golden Age. Powell's stubborn recalcitrance is hurting American families.

James Fishback

179,046 просмотров • 10 месяцев назад

‼️EVERYONE IS WATCHING THE BOATS. ALMOST NOBODY IS WATCHING THE MONEY MOVING AND THE POTENTIAL CRISIS AHEAD‼️ While everyone is watching the boats arriving in Spain… Global investors may be quietly moving billions. Here’s why it matters: ➡️ The U.S. has reportedly joined Japan in supporting the yen for the first time in almost 30 years. ➡️ Japan is raising interest rates. ➡️ The yen carry trade is unwinding. ➡️ Investors sell assets and move money. ➡️ The question is: Where does that money go? If global capital starts favouring America and Japan over Europe: • Europe attracts less investment. • Growth slows. • Jobs come under pressure. • The euro weakens. • Imports become more expensive. • Inflation rises. • Interest rates stay higher. • Mortgages stay expensive. • Governments spend more on debt and less on public services. Now add Red Sea disruption and the risk of disruption around the Strait of Hormuz… That’s more inflationary pressure. One intervention won’t change the world. But if this is the start of a bigger shift in global capital… By the time it reaches your mortgage, your pension and your weekly shop….. the money has already moved.

‼️EVERYONE IS WATCHING THE BOATS. ALMOST NOBODY IS WATCHING THE MONEY MOVING AND THE POTENTIAL CRISIS AHEAD‼️ While everyone is watching the boats arriving in Spain… Global investors may be quietly moving billions. Here’s why it matters: ➡️ The U.S. has reportedly joined Japan in supporting the yen for the first time in almost 30 years. ➡️ Japan is raising interest rates. ➡️ The yen carry trade is unwinding. ➡️ Investors sell assets and move money. ➡️ The question is: Where does that money go? If global capital starts favouring America and Japan over Europe: • Europe attracts less investment. • Growth slows. • Jobs come under pressure. • The euro weakens. • Imports become more expensive. • Inflation rises. • Interest rates stay higher. • Mortgages stay expensive. • Governments spend more on debt and less on public services. Now add Red Sea disruption and the risk of disruption around the Strait of Hormuz… That’s more inflationary pressure. One intervention won’t change the world. But if this is the start of a bigger shift in global capital… By the time it reaches your mortgage, your pension and your weekly shop….. the money has already moved.

Melissa Ciummei

27,730 просмотров • 24 дней назад

🚨 THE U.S. TREASURY HAS ANNOUNCED TO START AN EMERGENCY $1 TRILLION BOND BUYBACK OPERATION The U.S. Treasury Is Quietly Admitting The Bond Market Is Breaking. The Government’s $950 Billion Treasury General Account Emergency Fund Is About to Be Used as a Bond Market Bailout. The U.S. government borrows money by selling bonds. When people get nervous about all the debt, they demand higher interest rates (called “yields”) to keep lending. Right now the 30-year yield (the interest rate on the longest bonds) has shot up to levels we haven’t seen in almost 20 years. That means borrowing is getting extremely expensive for the government, businesses, and even your mortgage and credit cards. This is the ongoing bond market crisis. Last week the Treasury got so worried that they suddenly announced they would DOUBLE the amount of old long-term bonds they buy back every time (from $2 billion to at least $4 billion). Buying their own bonds is a way to try to push those high yields back down and calm the market. They even called it a “Treasury Twist.” NOW they’re going even further: reports say they might use almost $1 TRILLION sitting in the government’s cash account (the Treasury General Account) to fund EVEN BIGGER buybacks. That’s like emptying the emergency savings account just to keep the bond market from blowing up. When the government has to raid its own cash pile and frantically buy its own debt just to stop yields from exploding… that’s not normal. If this doesn’t work and yields keep rising, the cost of America’s massive debt could spiral out of control. Higher rates everywhere. Bigger deficits. More panic. This is how bond markets start sending warning signals that something is seriously wrong. Yuto also revealed that Bank Of Japan discussed a worst-case scenario where dollar loses its reserve status due to loss of creditor’s trust. Japan dumping their U.S. Treasuries holdings would trigger that catastrophe.

🚨 THE U.S. TREASURY HAS ANNOUNCED TO START AN EMERGENCY $1 TRILLION BOND BUYBACK OPERATION The U.S. Treasury Is Quietly Admitting The Bond Market Is Breaking. The Government’s $950 Billion Treasury General Account Emergency Fund Is About to Be Used as a Bond Market Bailout. The U.S. government borrows money by selling bonds. When people get nervous about all the debt, they demand higher interest rates (called “yields”) to keep lending. Right now the 30-year yield (the interest rate on the longest bonds) has shot up to levels we haven’t seen in almost 20 years. That means borrowing is getting extremely expensive for the government, businesses, and even your mortgage and credit cards. This is the ongoing bond market crisis. Last week the Treasury got so worried that they suddenly announced they would DOUBLE the amount of old long-term bonds they buy back every time (from $2 billion to at least $4 billion). Buying their own bonds is a way to try to push those high yields back down and calm the market. They even called it a “Treasury Twist.” NOW they’re going even further: reports say they might use almost $1 TRILLION sitting in the government’s cash account (the Treasury General Account) to fund EVEN BIGGER buybacks. That’s like emptying the emergency savings account just to keep the bond market from blowing up. When the government has to raid its own cash pile and frantically buy its own debt just to stop yields from exploding… that’s not normal. If this doesn’t work and yields keep rising, the cost of America’s massive debt could spiral out of control. Higher rates everywhere. Bigger deficits. More panic. This is how bond markets start sending warning signals that something is seriously wrong. Yuto also revealed that Bank Of Japan discussed a worst-case scenario where dollar loses its reserve status due to loss of creditor’s trust. Japan dumping their U.S. Treasuries holdings would trigger that catastrophe.

Stern Drew

315,201 просмотров • 3 дней назад

🇺🇸 INTERVIEW: “AMERICA IS FUNDING ITS DEBT BY EXPROPRIATING THE WORLD’S WEALTH” Luke Gromen, Macroeconomic Strategist “Over the last five to ten years, the only way the U.S. and the West can afford to sustain their debt levels is by keeping real interest rates negative. That means the rate of inflation and nominal growth have to stay higher than the interest rate on government bonds. If you’re a creditor holding U.S. debt, that effectively means your country’s wealth is being slowly expropriated through inflation. For nations like China and Russia, that’s unacceptable. Their answer has been to buy gold to protect purchasing power and hedge against the weaponization of the dollar.”

🇺🇸 INTERVIEW: “AMERICA IS FUNDING ITS DEBT BY EXPROPRIATING THE WORLD’S WEALTH” Luke Gromen, Macroeconomic Strategist “Over the last five to ten years, the only way the U.S. and the West can afford to sustain their debt levels is by keeping real interest rates negative. That means the rate of inflation and nominal growth have to stay higher than the interest rate on government bonds. If you’re a creditor holding U.S. debt, that effectively means your country’s wealth is being slowly expropriated through inflation. For nations like China and Russia, that’s unacceptable. Their answer has been to buy gold to protect purchasing power and hedge against the weaponization of the dollar.”

Mario Nawfal

70,256 просмотров • 10 месяцев назад

What happens when a country mismanages its debt? In 1990, Japanese policymakers decided to deal with its debt obligations by printing a lot of money to buy bonds. They further devalued the currency by giving bondholders significantly lower interest rates than in the US. As a result, Japanese bonds lost 45% relative to US bonds and 60% relative to gold over the next few years. That had a real impact on the average Japanese worker, who lost a significant amount of buying power — and those impacts are still felt today. My new book, How Countries Go Broke: The Big Cycle, breaks it all down for you. #raydalio #principles #politics #economics

What happens when a country mismanages its debt? In 1990, Japanese policymakers decided to deal with its debt obligations by printing a lot of money to buy bonds. They further devalued the currency by giving bondholders significantly lower interest rates than in the US. As a result, Japanese bonds lost 45% relative to US bonds and 60% relative to gold over the next few years. That had a real impact on the average Japanese worker, who lost a significant amount of buying power — and those impacts are still felt today. My new book, How Countries Go Broke: The Big Cycle, breaks it all down for you. #raydalio #principles #politics #economics

Ray Dalio

139,549 просмотров • 1 год назад