Because the Japanese government has long maintained negative interest rates, the cost of borrowing yen is effectively zero.A large number of financiers borrow yen to make substantial overseas financial investments.The global financial industry has become heavily reliant on yen-denominated borrowing.In 2020, the pandemic caused the yen to depreciate sharply, and Japan experienced severe inflation.The Bank of Japan must raise interest rates; otherwise, the yen will continue to depreciate.Once the Bank of Japan begins raising interest rates, yen carry trades will come to an end, which is highly likely to trigger a global financial crisis.Currently, the Bank of Japan is reluctant to raise interest rates and is instead relying on government intervention to buy yen and prop up the market.This is virtually meaningless, as the yen will continue to depreciate after a brief rebound. All the money used to prop up the market has been pocketed by financiers.Meanwhile, the U.S. government has effectively blocked any increase in Japanese interest rates.What exactly should Japan do?If it doesn’t raise interest rates, it will fall into hyperinflation.If it raises interest rates, the global financial sector will immediately plunge into crisis,and it will also provoke the United States.
Not reading all that shit
>>62553988I don't actually believe there is any easy solution.If interest rates rise, beyond what you've mentioned it'll create a Japanese death spiral from rising interest on the debt, which further increases interest rates.The collateral impact on global economies is significant in any circumstance. The best decisions at this point merely delay the inevitable.
>>62553988omg
>>62554006Will this mean owari da for my beloved nihon?
>>62554005we know youre retarded
>>62554006I recall that the U.S. government is selling off euros to buy yen.Won’t that cause the euro to depreciate?
Why is it always in august when the jap crisis hits again?
>>62553988They need to raise rates to like 7% to fix their currency, but that would cause a global market crash.
>>62553988Nothing EVER fucking happens just fuck off
They will just moderately raise rates. As long as they are still lower than US rates it will be fine and the carry trade will keep working for them.
>>62554035yes, but everyone around the world is piling up debt in yen to buy US stocks and debt
U.S. just needs to dump Euro into the ground to prop up Japan. The world doesnt need the great socialist experiment that is Europe. It's contributions have been irrelevant for over a century.They'll come out the other side stronger and more independent though.
>>62554030>Just mint a 1.5 quadrillion yen note, pay off the national debt entirely,That's called shock therapy.Russia used this method when the Soviet Union collapsed, but it wasn't very effective.
>>62554005
>>62553988HOW DO I PROFIT FROM THIS???
Us tax payers will bail them out, it was the Japanese 200IQ master plan to bait wallstreet into taking out loans in Yen.
>>62554351Bonds are fixed interest anon...
>>62553988Ohnoes, anyway.....
>>62553988So before could I have taken out a massive loan in yen by putting down, say 300k, then paid back in dollar slowly for a low rate?
>>62554201what if we lower rates, then? that’s trump’s endgame
>>62554386Two more weeks
Is this just another GME, silver or memestock schizo bs?
>>62554403No this is real and unfolding but everyone thinks it's okay until the shit really hits the fan. Anyone still holding bags in the market now is retarded but prices are still high so it can potentially get much worse than if stocks were more fairly priced. That's the funniest part about all this. People will come to regret kicking this can down the road
>>62554375His endgame? That bitch doesn't control the economy kek. They can lower short term rates but the long term yields go up and up. Thats what they call a steepening yield curve. If the fed cuts rates it would do absolutelt nothing for the people who are supposed to benefit from it, further worsening the crisisAnd yes this is a crisis, you're early to a crisis, panic in tumorweeks
I sold 400 million yen for swiss francs. Im contributing to Japans collapse.
>>62554367>then paid back in dollar slowly for a low rate?This is the basic logic behind yen carry trades.However, the yen is currently depreciating sharply, and if the Japanese government continues its policy of not raising interest rates, Japan will fall into hyperinflation.
>>62554441>That bitch doesn't control the economy kek.That's right, the U.S. Treasury market is in bad shape right now.
Negative interest rates was always retarded. They should just raise interest rates and if everything crashes then do QE instead of negative interest rates.
>>62553988>Meanwhile, the U.S. government has effectively blocked any increase in Japanese interest rates.How?
>>62554581Japan is a colony of the United States, and the Japanese government simply has no other choice.
>>62554237Europe doesn't have trade deficits because europe doesn't have money to buy shit in the first place.And you're from eastern europe, no one cares what you think.
>>62554403it's more schizo bsBut silver will probably pump as japs flee into PMs to escape>People will come to regret kicking this can down the roadThey won't! Because thep oeple making the decisions have billions and will just slurp the bottom.You get fucked though
>>62554581
>p-please saaaar borrow >Expand credit demand >Plllllease How about no
>>62554597You do realize Europe is the sacrifice to keep the ponzi rolling for another quarter, two at best.
>>62554608If the US collapses it will be after europeans are already eating horses and dogs more than you normally do. Your entire existence is so parasitic you're literally posting on an american website because you're unable and unwilling to do anything yourself and are a puppet of america or russia. Now shut the fuck up with your broken ESLglish, slavic subhuman.
>>62554608>Dumps all gayro reserves >ECB emergency prints over 900 gazillion gayros to prevent its socialist fail states to not collapse Keep your gayros. The continent has neither energy resources, an producing industry nor a population growth that isn't worthless debt dilution junk that creates more costs and state failure than heads to dilute debt onOh, and spam this image more. Make q bot that spams it automatically 50 times a day, that helps
I’m a gold worshiper.If everything starts to fall apart, gold is the only currency of value.
>>62554623>P-please believe in and worship my fail propaganda attempt >I-its the """"consensus """" among """""experts""""As said, spam it more, make a bot that spams it internet wide every 30 second, that's going to help
>>62554634The US controls over 80% of global oil reserves, directly controls 68%. Europe controls not even 10%
>>62554643Ah yes, brown out generators and fail attempts of top down polity driven energy demand regulation while forcing "electro mobility". That's going to work out and totally not destroy the last bit of producing industry that still hasn't managed to flee that godforsaken half island. Lemme guess two more weeks until "battery tech" that relies on lithium that Europe doesn't have is solving the problem, "we" just need to believe
>>62554634The Altmark and Erzgebirge reserves are not extractable. Go be a fail propagandist for the EUSSR somewhere. You are not worth the debt expansion and unproductive hyperinflation you are responsible for. Your head comes off
>>62554666Again, the US controls the absolute majority of reliable and adaptable energy resources and has the military capabilities to defend that position. Europe controls nothing of value and its polity, its bureaurats and its espistemic community of socialist leeches is at the "let them eat cake" stage.The US just signaled to every opposition, system internal and external that it is willing to sacrifice the European pseudo "elite" and won't intervene. Keep a Cyanide capsule close, "Bruder". There won't be pragmatism nor mercy
>>62553988Okay, make it make sense. USD JPY is DOWN, not up. Which means yen is stronger and it's into DEflation, not inflation.Has this shit (OP's post) been generated by LLM?
>>62554673You still haven't realized I am European with a murderous urge to kill every loyalist and correct the mistakes after 45 and 90 by genocide
>>62554672>Has this shit (OP's post) been generated by LLM?Yes, but why?
Ben oui, ich bin Amerikaner, ciertamente no es europeo che vuole che ti venga tagliata la testa
>>62554224lol, ok Pacho. Let's see how that goes for you, when the ECB start dropping usd dept.
>>62554745The EUSSR is really wasting its dwindling resources paying for fail propaganda like yours.
>>62554224great idea. sacrifice europe for japan :^)
>>62554773Everyone is
>>62554767Europe is already dead.
>>62554773You should spam your screenshot more EUSSR shill
>>62554758Ok, pidor.
>>62554035>I recall that the U.S. government is selling off euros to buy yen.how many euros does the US government hold? asking for a friend
>>62554791>Everyone that hates the EUSSR must be Russian, Chinese, American, Japanese, Ugandan....>People from Europe totally not hate the pseudo "elite" everybody loves usLol. The rest of the world doesn't care about this failed half islands soviets, its only those that inhabit it that wants your kind dead, literally
>>62553988American vassal state failure, Korea was first now it's Japan
>>62554804>how many euros does the US government hold?>More than 1.4 trillion euros.If all that money were used to buy yen, it would immediately cause the yen to appreciate,and trigger a financial tsunami.But simply buying yen is pointless.The yen’s value would begin to fall again within a matter of weeks, and all that money would go down the drain.To stop the yen from depreciating, the Bank of Japan must raise interest rates.Otherwise, you’re simply throwing your money into a fire to use as fuel.just to keep the fire burning for a little while longer.
bullish XRPUnironically
>>62553988>If it doesn’t raise interest rates, it will fall into hyperinflation.japan already chose this
>>62555090>japan already chose thisA few days ago, a major earthquake struck Kumamoto, Japan, and the Japanese government began distributing relief supplies.Many adults who have jobs and whose homes were not damaged have also started to pick up relief supplies.Due to the sharp decline in the value of the yen, the country has been hit by high inflation, and many people have become poorer as a result of the currency’s depreciation.
cant have crashy crash on election year
>>62555108yes, what's your point? japan chose hyperinflation and now they'll cut taxes on top tooall the new policies are about giving money to everyone
>>62555145>all the new policies are about giving money to everyoneThat's a great idea.
>>62554594So what is the downside to letting Japan collapse into hyperinflation?
>>62555121I believe the U.S. AI stock market bubble will burst after the midterm elections.That is, in December.By then, the elections will be over, and the U.S. government will no longer have any reason to continue propping up the stock market.
>>62555239Thats tracks, bubble burst in december then safe haven investments pump as Trump blames a Dem congress on everything and 2 years of nothing happens.
>>62555235Japan will suffer an economic collapse, ordinary people will be reduced to poverty, and large numbers of people will starve to death.Now, low class Japanese women have started going abroad to earn money through prostitution.Of course, Trump doesn’t care.
>>62555249I believe that after the stock market crashes, the price of gold will skyrocket.Because gold is the world’s only true hard currency.Because gold is the only thing you can use anywhere in the world.
>>62555250So there's really no downside? Either Japan collapses or the world economy collapses? Fuck just let the yen dump then who cares
>>62553988>japan was nice to us, except for pear harbor - trump
>>62555264>So there's really no downside?After a total economic collapse, the Japanese will once again turn to fascism.Just as the Weimar Republic gave way to Nazi Germany.Because, aside from the far right, the Japanese have no other choice.And then war will break out.Because China, South Korea, North Korea, and Russia will absolutely not allow Japan to become fascist again.This is also why China has imposed sanctions on Japan regarding dual-use goods—because they know Japan wants to go to war.Japan has a population of 120 million, but its land can only support 30 million people.Either 90 million people will starve to death, or they will be sent off to war.
>>62553988>>62555250it's the new Greece.a few millions of japs will go find a job outside of japan and send their money back to their family.the jap gov will slash a shiton of useless public workers and their benefitsthey'll expend tourism a lotetc..it will be bad for 10 years and then it will be fine.
>>62553988Please let the yen implode... Let me nut endlessly in soapland cum dumps...
>>62555294the worlds 4th largest economy is not "greece" lil bro
How will this affect my FARTCOINs?
is this going to be a forced yen milkshake?
>>62555324so?the only difference is that Japan won't break all of sudden like greece did. but the consequences will be the same in the long term.-higher interest rates-more inflation-more taxes-less gov benefitsand obviously the same effects will happens (international jap whores for everybody!)
>>62554375Doing so would be utterly retarded. Actually the most retarded thing is not just surrendering to Iran quickly to avoid the unnecessary oil crisis he started. All he understands about monetary policy is money printers go brrrr, his stocks and other assets get pumped. He does not understand the risks that persistently high inflation has to an economy. If the USD starts to inflate long term, other countries will drop it as the reserve currency and go for something more stable. When they raise rates, there will be a recession almost guaranteed, but it would still be retarded not to raise them. Lowering them is not even being discussed because of the sheer levels of retardation it would take to do that.
>>62554009I hope so
>>62555431Based, can't wait to fuck cheap jap prostitutes
>>62554939>throwing your money into a fire to use as fuel.just to keep the fire burning for a little while longer.That's the only thing the globalized fail economy around boomers mindlessly dumping liquidity for 40 years into since 40 years bankrupt ponzi schemes can do. The signaling is clear. Boomboom wants to cash out but nobody wants to be the greater fool for them
>>62554009before that happens they'll close off their ports and go back to farming their own rice for themselves and tell everyone to fuck off.we're not talking "financial ripples" here, that's full-on Tsunamis
>>62554041August, September and October are always the months were most crisis occurs
>>62553988thx for explaining i always forget what the carry trade is and how it works
>>62553988They have 2 options >Harakiri by inflation>Harakiri by deflation
>>62554009Japan has been owari for almost three decades now. Governments have been delaying the inevitable in one form or another, but eventually there will be no options left.
>>62556956Please no
>>62556956but /pol/ told me that homogeneous high IQ high-trust societies are always successful???
>>62553988>Japan already delpoyed nearly $59 Billion.>$59 BillionSo it's a nothing burger?
>>62554035>Won’t that cause the euro to depreciate?I would appreciate that.
>>62553988If modern history has taught us anything, when given the choice between a hard recession and higher inflation, governments and central banks always opt for higher inflation.
I have 4 eth so this doesn't really concern me
>>62554612>an american website*japanese website
>>62557140Yes when they don't exist inside a global jewish fiat economy.
>>62555287I'll have two Japanese OL Christmas cake on the go, with extra onions sauce poured on theirs thighs, gotta season that tuna.>>62555315Make your home the soapland
>>62557230and whenever that choice is taken it indicates state failure is around the corner and the only sensible move is defection from paper law, order and ignoring the state as everything that is tied to the stateAnd that is why buttcorn failed
Japan is fucked long term. They've been in a permanent recession in the 90's and it will only get worse because their workers are old and tired and no one gave them time or encouragement to have kids. Yen will be worthless by 2050.
>>62557389Is there something I can do to help them if I move there?
There is only one solution, it's called jubilee
>>62557449Unrestricted Hapas could have fixed things for sure but as of now it is probably too little too late.
>>62557455Sure, default, but in the fiat ponzinomy of the past 60 years on a global scale that means all creditors are toast. Creditors being banks, pension funds, mutual funds... which are the virtual number on the screen telling you what you own.It always ends the same way, not with war, but with the lights going out and nobody knowing who owes and owns what anymore — state failure, and not "state" as in the gubermint, the institutions, the governance norms and executive capabilities, but as in the current state of the territory ending; the game board getting destroyed
>>62557449yeah but you will go to prison for life.sell guns to honest japanese people
>>62555294no one in government is slashing their anything. if anything theyre raising the tax burden on the public
>>62557499No you just die broke and miserable
>>62557140The trick is maximum age limits.
Shouldn't they have seen this coming decades ago? Are the japanese stupid? They can't be. They made anime...
>>62558182>Shouldn't they have seen this coming decades ago?The Plaza Accord and the Appreciation of the Yen.The Plaza Accord between the United States and Japan forced the Japanese government and banks to appreciate the yen, leading to a severe economic bubble in Japan.The economic bubble caused labor costs in Japan to rise, damaging the country’s export sector.This ultimately led to three decades of prolonged deflation and economic stagnation.Every Japanese economist knew that the Plaza Accord would destroy Japan’s economy, but no one could stop it.Because Japan was a colony of the United States.
>>62558215and then they stopped fucking because they're all ugly
>>62555324>lil broalpha slang always sounds so tryhard
>>62553988ignorant retard here. I don't get how this is bad for japan.it's not bad for the japanese exporters, it makes their products cheaper, thus more competitive. this includes car makers, tech companies like sony and many others, and so on.the tourism industry also benefits.as far as I understand, it's also not bad for those who have debt in japan and benefited from the carry trade, as long as their debt is in fixed interest rate, the rate is low or the value of the yen keeps falling. I'm not sure how this affects japan itself. I mean, the organization that borrowed yen will have to buy yen over time to pay that money, right? this should stabilize it somewhat... unless it's being manipulated, of course. they will probably end up devaluing their currency, like poor countries do all the time.only problem I can see here is that the US doesn't benefit from this at all. of course the ones that lose from this is the common japanese citizen. they are becoming poorer until the inflation stops.I guess there is a balance for all of the above. I don't know where it is, though. also, I guess they will probably end up devaluing their currency at some point.can someone post some analysis or give me some pointers on how this affects japan?
>>62553988chatgpt please summarize this
>>62557334>Make your home the soaplandI kneel... anonsama... I wwill
>>62553988>raises interest rates, the global financial sector will immediately plunge into crisisFuck the world, they have been literally living off of hard working Japanese for DECADES.
>>62558352>it's not bad for the japanese exporters, it makes their products cheaper, thus more competitive. this includes car makers, tech companies like sony and many others, and so on.Actually, no.The excessive devaluation of the yen is plunging Japan into hyperinflation.Japan’s industrial sector is strong, but the problem is that, as an island nation, Japan is extremely resource-poor and relies on imports for almost everything.It imports food, minerals, timber, and oil—even chopsticks.The excessive devaluation of the yen has caused prices for all imported goods to rise. Moreover, Japanese importers have virtually no bargaining power because Japan lacks everything and must purchase everything.As for industry, due to diplomatic tensions between Japan and China, China has banned the export of rare earths and other critical materials to Japan. This has forced Japan’s industrial sector to grind to a halt, with a large number of factories closing down every month.Furthermore, on the export front, Japan’s gasoline-powered cars simply cannot compete with China’s electric vehicles.Currently, 70 percent of Japanese car exports are destined for the United States.In Europe, Chinese electric vehicles are gradually pushing Japanese and European automakers out of the market.The depreciation of the yen is, in fact, killing Japanese industry, as Japanese factories can no longer afford various critical materials.As for the tourism industry, Japan is the most xenophobic country in all of Asia.Now that Chinese tourists have left, they’ve started blaming Thai or Vietnamese tourists for littering and polluting their country.It’s only a matter of time before Japan’s tourism industry is ruined by its far-right populists.
>>62558398I see. thanks chatgpt.also, >>62554672 is right. the intervention stopped the downtrend a little bit
>blaming plaza accordYou can't only export and barely import unto infinity. Something has to give.
>>62558474>You can't only export and barely import unto infinityYou can, as long as you have nuclear weapons.The fact that China’s economy is currently mired in deflation is intentional on the part of the government, with the aim of keeping labor costs as low as possible so that Chinese manufacturing can destroy Europe’s industrial base and thereby establish a technological monopoly.The EU foolishly wants China to sign the Plaza 2.0 agreement, forcing China to revalue the yuan by 20%. Otherwise, the EU will impose sanctions.The Chinese government just told them to fuck off.
Japan is cooked on this. The best thing they can possibly do is 1. do a 180 on China and actually collaborate with their neighbor and 2nd biggest trading partner but they are still cucked by US bases on their land, and 2. Raise rates and cushion the blow by selling their foreign assets including US bonds but they are still cucked by US bases on their land. Until Israel is destroyed there's no hope for Japan.
>>62558525There is 3.Invade Taiwan and Korea to seize their semiconductor foundries (and to reclaim historical clay).
>>62558564The funny thing is, Japan actually chose this path.The Takaichi Sanae administration announced that Japan would re-militarize.As a result, China imposed an embargo on supplies to Japan.Without rare earth elements, Japan cannot manufacture fighter jets or missiles.
>>62558577Yup, she cucked to her Israelmerican masters and fucked the country up even more. Imagine hitching your wagon to the administration of a man that makes Pearl Harbor jokes, the leader of a country that teaches their kids that the atomic bombs were morally righteous and saved millions of lives ackshually!
>>62557270An american website, you coping parasite.
>>62554498how would it create hyperinflation? assets and goods are already extremely depressed, where would more money come from. if anything if they don't raise rates they get stronger deflation
>>62553988Why doesn't the US government just print some gold to sell and then buy yen with the proceeds?
>>62558653>stronger deflationJapan has effectively fallen into stagflation.On the one hand, wages aren’t rising; on the other, prices are skyrocketing.Now, Japanese people can’t even afford rice.I’m not kidding,there really are rice thieves in Japan.That’s because Japanese rice is now incredibly expensive.
>>62558654>gold to sellThe U.S. government did indeed sell gold.In the first half of 2026, gold was the second-largest U.S. export after oil.Guess where the gold went?China.LOLBehind the Record Gold Exports, a Signal Most People Missed https://www.tradingkey.com/analysis/commodities/metal/261892590-us-gold-exports-number-one-what-efp-tells-you-tradingkey
>>62558653I'm reading right now and I can't even wrap my head around what this bizarre thesis that Japan can enter hyperinflation is even about.Japan cannot hyperinflate. It lacks the economy to do so primarily because it imports energy. A hyperinflation scenario would imply that there is excess production and energy capacity that currency can chase after and when money is dumped into the economy there is a place for it to go. The Japanese economy is already weak. Any more currency injected into it has nowhere to go. Assets are already universally crushed everywhere outside of Tokyo and there isn't a line of opportunistic buyers ready to scavenge value out of the corpse that is the Japanese economy. The most likely result of lower rates is the real price of japanese assets falling and the market crashing as investors realize that the party is definitely over for the japanese economy. Forget the carry trade, watch instead as real value leaves the yen and the United States has to dollarize Japan in order to keep it functional with tighter integration.
>>62558667Japan doesn't deserve to end this way...
>>62558667That is not hyperinflation though. A cost of living crisis doesn't mean hyperinflation (Though it can run concurrently). A hyperinflation scenario is something far worse and it would mean that effectively yen can buy absolutely nothing because there is no taker for the currency. That would also mean that assets still retain their real value and that if you bought in another currency you would get a discount but the asset still had some value. Japanese assets are worthless. If rates go down we get even worse deflation as investors realize that the price of japanese assets and productivity is even lower than how low it is now,
>>62558671Uhhh what the fuckWhy????? I thought Trump was retardedly obsessed with gold.
>>62558680Well, the Bank of Japan could simply stop the yen’s continued depreciation by raising interest rates, thereby curbing inflation.The problem is that the U.S. government won’t allow Japan to raise interest rates, because that would destroy yen carry trades and, in turn, destabilize global financial markets.That’s why we’re seeing the current situation: no interest rate hikes, but constant waste of central bank reserves to buy yen,a pointless act of government intervention.It accomplishes nothing but wasting money.
>>62558667Jap rice is expensive cause of their retarded agricultural system and one government owned firm being a monopolist. Farmers can't grow and even if they could, there's no insentive as they would have to sell on whatever the government tells them to.
>>62558687>Why?????This was the outcome of last year’s trade negotiations between the United States and China.Both sides lifted their tariff sanctions, and China exported rare earth minerals to the U.S. government.But the condition was that the U.S. government had to export gold to China.And that was the U.S. government’s gold, not President Trump’s.Trump likely made a fortune as a result.
haha
>>62558323Thank you for ur input rebbe
>>62558352>it's not bad for the japanese exporters, it makes their products cheaper, thus more competitive.They REFUSE to do anything but premium price their products in the west. Everything costs double to quadruple outside their home territory
>>62558098Lmfao. Do you really think the mercenaries are going to remain loyal, enforce paper laws and protect the polity and bureaucracy when their pay checks stop coming respective are worthless?You have a target on your back then
Jannys set off a nuke itt
>>62559179You should become a janny, at 0 pay.
This is all about the US bond market. Japs could stabilize the yen by selling their US treasuries and buying yen, but Bussy doesn't want that.
LOL
>>62558667Rice prices doubled a year ago. Reason for that are a really bad year for rice and the simple fact that rice farmer are dying off and the youth is not stepping up.
>>62558352>I don't get how this is bad for japan>of course the ones that lose from this is the common japanese citizen>you know, the main thing that makes the country and its industries exist and operate in the first place
>>62559895I mean, when mainstream economists talk about the economy, they usually don't give a single fuck about the common man, so why should I consider that in my analysis? hell, even the US is trying to follow the path of devaluing its currency because "manufacturing is too expensive" compared to china.from what I've read, japan has always been a very expensive place to live, so it's not like things will change much for them either, will they?
>>62559968>Mainstream >What I read >Experts Ahahahahahahahahahaha
>>62559818>the youth is not stepping up.yeah, step right up, youth, and you can have ball busting, tedious, and monotonous outdoor labor in an artificial swamp environment in a country with brutal heat and humidity that also doesn't use air conditioning all that much and you won't be able to afford it anyway as you'll make less money than of uou worked in a 711. you can live in rural japan in an old decrepid house with no ac or internet access in a town with an average population age of 87 wherein all the old fucks just complain and hassle at you all day. add to that the face that you will die alone since society looks down on farmers as peasants and no woman will ever want you or your living conditions.they would rather jump in front of trains than be a rice farmer
https://www.cnbc.com/2026/08/03/bessent-fed-japan-yen-fima-repo-facility.html Wonder what would this entail, if this arrangement would come to life? I haven't read all that much about FIMA Repo Facility, but it kinda starts to reek of desperation if such an emergency mechanism would be extended to a foreign country (even if it's a vassal state).
>>62560627>https://www.cnbc.com/2026/08/03/bessent-fed-japan-yen-fima-repo-facility.htmlthey would retire japanese junk debt for pennies on the dollar and remove value from their system. Essentially japan gets some minor compensation while the united states keeps them deflating.
>>62554367Holy Shit I had this game...Takes me back to Better days. Thanks anon. Anyone remember Reader Rabbit?
>>62560168Why don't they just raise wages for rural jobs?
>>62555294So, worldwide economic Balkanisation? That's exactly what my entire region did after the war, except they're pumping the government parasite sector to the max so grandchildren of communist partisan carpetbaggers can keep skimming their butter off the dwindling productive entrepreneurial class risk free. There will be no slashing of useless gubmint parasites, anon.
>>6256325380iq normgroid moment. Farming is not a wage job, it's business ownership that requires serious preexisting capital even to be a serf with a couple of hectares, let alone a serious family farmer. I'm serious, new age ruralites are even priced out of serfdom tier conditions. It's just worse now. That's how bad it's getting in the 21st kiketury.
>>62558323Based and same.
>>62563382Is it really Jews fault you are a loser?
>>62553988The last time they raised interest rates it destabilized markets for a day then everything returned back to normal. If they do it again, markets will expect things to return to normal, so nothing will happen. It will just close a loophole that certain hedge funds were using to make money. Everything else has long since gotten away from yen exposure.
>>62563707Dude a combine harvester starts at 400k at the minimum. Unless you're some scammer collecting subsidies, you ain't making money.
>>62554403no? everything he stated is truejapan has a huge dilemma
>>62563707It's the judeobolsheviks' fault my family's landed estates got confiscated and we were nearly exterminated, so definitively, yes.>>62563758John Deere perhaps. In my cunt it's ~25k for starter Claas models but the government is trying to kill entrepreneurship as a concept through forcing imports through government approved monopolies so there's no point. Typical Eastern Euro conundrum (or Balkanite in my case, same thing at this point honestly).
>>62558398based xenophobic racist nipsstay the fuck out you disgusting brownoid
>>62558323Japans low will just be Thailand though
>>62563793>judeobolsheviks>BalkaniteYou're alright, anon. I can tell by the way you talk you deserve to make it.
>>62553988>>62554006Didn’t read but the US will just paper over all of these problems. It’s just a number on a screen problem and we know how to solve those. Of course this will cause inflation in the USA.
>>62568553Until after the midterms, then its gloves off as Trump and his entourage have nothing to win or lose after it, the real fun begins. Don't fall for the "buy gold, buttcorn...". The stated mission goal is still MAGA, and that can only be achieved by fucking the entire rest of the planet and drawing capital from all around the globe to the USA, and how to do that is hyper protectionism, gutting the state and its spending while driving interests on a diminishing debt to Volcker levels.Yes, there are going to be riots and probably a few demrat states trying quasi secession, but that's what the military is for.
>>62554006The Japanese debt to itself is so high that raising interest rates will increase the money supply through these interest rate payments in quantities so large that it too will create inflation lol.
We can't let Japan fall anons
>>62568798After the midterms they will lose both house and senate big time, is gonna be 2 years of absolute nothing.
Who else can't wait for japan to be thailand
>>62554139This, we are at the end of history. The iron law of progress dictates that mulatto breeding welfare programs and gay rights are forever.
>>62555294>>62554006It isint purely a Japan problem. Japan is the philosophical and practical root locus of the entire Keynesian macroeconomic order. The yen carry trade has been expanding for 40 years, it’s an idiosyncratic risk not only to the treasury markets funding but the US stock market as well. The treasury and the BOJ just juiced the yen with ~60billion USD over two days and they couldn’t raise it above the downward resistance. The system is at its end of life and the yen is particularly fucked because of the BOJs ownership stake in Japanese gov bonds, the bond market and the currency will fall together in a positive feedback system. The fiat Möbius strip is inverting and it’s not possible to stop.
>>62553988>What exactly should Japan do?Use XRP for liquidity to free up currency reserves and make the economy BOOOOOOM
>>62554498> and if the Japanese government continues its policy of not raising interest rates, Japan will fall into hyperinflation.That not true anymore. Traditional macroeconomic wisdom states the bond market and the currency move inversely, but that logic breaks when the BOJ owns 50% of all Japanese government bonds. For 40 years Japan has been used by the international bankers as a source of free money. The raped the Japanese so goddamn hard in the 90s that the entire nation was Stockholmed, used as the worlds lender, and given 0 price inflation as a consolation. But with 4 decades of 0% interest, the only buyer of Japanese government bonds was the BOJ. 50% of every single Yen is Japanese government bonds. If the rates rise, that 0% yielding bond portfolio depreciates, which means the yen depreciates. The two are no longer inverted they’ve been fused together. Hyperinflation of the Yen is a mathematical certainty. This is why the Japanese are trying to change pension rules to force japans capital out of foreign holdings and into the Japanese bond market.
>Japan in decline>US in decline>China rising>Middle Least becoming Middle BeastWhat happened?
>>62554005This. I barely made it through that essay of a title.
>>62569158Stay in your containment thread.The average xrp bagholder's comprehension of business and finance is that of a retarded toddler lol
Is this why my area has been flooded with jap immigrants over the last few years
>>62571014>No refutationNUCLEAR BOOOOOOOM
>>62569173>china risingoh changthe territory that speedrun japans deflation is only rising in one camp state failure
>>62571853>shitcoin salesman says that his shitcoin is filled with magical fairy dust and everyone's gonna use it in 2 more weeks>this is proof in the mind of the shitcoin holderLolLmao, even
>>62557140When they aren't being sabotaged in multiple ways by jews, yeah.The plaza accords was like sucking a shotgun so you could try picking the gold fragments out of your teeth fillings after you blasted open your skull. Of course we got to sell the bits of gold from our own economic teeth, but now Reaganomics has left a big hole in our heads that we're now having to patch up after 40 years. Plus, it will take far more money than we've ever gained from sabotaging Japan's economy to fix it.
>>62558215It was much like NAFTA here. We're all servants of global jewish interests.
>>62558235They stopped fucking because they couldn't afford anything, lmao. Same reason everyone in the west stopped fucking.Western economics is fake and gay because it revolves around taxation: forcing people who were having large families to pay for farming labor to now have no family and live in ghettos because the price of paying taxes and attending mandatory social services to raise a family far exceeds the profit you could ever gain by having lots of kids and a farm. This is why most farmers just went bankrupt all across the world and exported their industry to the third world. Literally sabotaging the future to participate in a pyramid scheme where everyone is poorer and has no sex or kids, but the government gets to collect much more in taxation.It just hit Japan the hardest because their country is much smaller and they had much larger daggers stabbing them in the back when it looked like they were going to get ahead.
>>62571946TELEPORTING GOLD TUNGUSKA TIER BOOOOOOOOM
>>62568946>After the midterms they will lose both house and senate big time, is gonna be 2 years of absolute nothing.They might use the military or FBI to arrest democrats thus starting civil war 2.0 between Feds and Anti-Feds.
>>62572101I want this to happen because I only see Dems as being the ones who can actually put up an anti-fed front and win.
I had posted in the stock thread a couple of days ago, but this is the situation.USA will do everything it can to avoid a quick unwind. Why? It would result in wealth destruction for the ruling class and the top end of the K, causing a loss of political power.Bessent, a genuinely talented hedge fund manager (ie - who knows how this system can be directly manipulated) has been directed to keep things stable for capital. It doesn't matter if what they do is illegal or out of the norm, Trump will pardon if he succeeds.How does one reduce valuations while maintaining the same amount of capital in the system? You could do things that force gaps, causing destruction of value in places you desire and funnelling capital to those who you know will use it in the near future, reducing the value of the market relative to the amount of cash in that system.BOJ wants inflation, it wants a more active consumer economy but without currency devaluation. The easiest way to do this is to act in a way that forces the US to inject as much cash as possible.So now, how are they going to get the capital for this if they don't want to devalue the USD? They sell previously 'unsellable' assets. They 'collateralize the balance sheet'. Crypto, land, patents, access rights, 100 year leases.There is a large pool of now liquid capital as a result of that insider trading. The gap downs and volatility has put a lot of more conservative funds on the sidelines, holding cash. This created a pool of capital waiting on an opportunity.They will sell the state to insiders, taking this cash and giving it to Japan. By buying up state assets - parks, national landmarks, access for roads, etc - the elites protect their capital and tie it to US prosperity directly instead of the USD. They stimulate a dead consumer economy in Japan, they get value out of what was unused land, and get to buy up the choicest pieces of the nation.Who benefits?
>>62573287Who primarily benefits?- Any BDC in the US that attaches itself to this undeveloped land that will be sold to private interests. - Any cash rich American megacorp. Berkshire, Apple, etc. They are waiting for the phone to ring and are selling bonds because the markets see their bonds as *more stable than US Treasuries*.- The Japanese economy receives direct stimulus, which means more cash in the pockets of consumers and inflation, which Takaichi is betting will finally get them out of deflation permanently.- This means Japanese payment companies win. Google sees this, their filing included PayPay.- Any sort of semi liquid asset like crypto will be drained to pay for such a bailout, this is why you are all in tears right now lmao- Any non-american economy with an inert stock market will see it rise as people catch on to what is happening. Volume will flow to other markets as people flee the devaluing USD that is being used to prop up the Yen.- If the yen seriously rebounds relative to the USD, the US gets to sell its yen at a profit or neutral amount, like they did in Argentina. This is their hope - that the economies they are bailing out will grow faster than their debt. Won't work long term, but it'll be funny to watch.Yen Yen Yen Yen. Rate my Schizo out of 10.
>>62572101The trumpist illusion/hypnosis has been broken with in the US as shown by polling numbers regarding the war. For a civil war, you need civilians against civilians en masse, fighting in some sort of cohesive manner. What you're describing does not have the fuel available.If there is a civil war, it will be military vs populace. The nation needs the cheap labour and tax base and so would lose, and so would not fight.What they will do is try to steal the election in a way that was within the range of expected outcomes, ensuring nothing changes about the economic system. The trumpists have attempted to rig the election all 3 of the last presidential elections to varying degrees of success, so we should expect this to continue.The global economy right now is a system where people with sufficient capital (~1-1.5M depending on location) live a life without work and live off of market gains provided by poorer labour.Everyone below this level provides the labour necessary for private businesses and has to be given just enough that they can dream of achieving some - unknown level of wealth so their life in the cycle is easier. They are unaware that everyone at the 1M mark and above doesn't really need to work.Those at the bottom only provide costs to the economic system and so are being systematically eliminated through prisons, poverty, drugs. they are not needed and are treated as valueless.I think we'll get a time of civilian to civilian conflict instead of a civil war desu. Welcome to the Global Troubles, coming 2027!
>>62573388Who gives a shit about the third-world?
>>62573287>>62573317>>62573388Worthwhile posts on my /biz/? Answer me this: I only have access to American Funds for my retirement. What do I put my shit in to be safe from the coming storm?
>>62573750I'm not a financial advisor or expert, I'm someone who receives sexual gratification from keeping up to date with the global events and who watches geopolitics/markets YouTube obsessively. I can do this because I made my money in tech and the good years the last few yearsI'm sitting largely in safety, and I feel there's been a flight to safety. Anything that makes actual physical consumer goods and distributes them is going to be just fine long term. So a decent portion of my portfolio has moved to SCHD over the last year or so, as I sold out of european defence companies last year.SCHD was also undervalued as a fund - it has gone up substantially and may not give you the same returns it has the last year. It feels like it should be as safe as anywhere.If you want to hedge against a fall in value of the USD but can only trade USD, you can do so by buying large stable European industrials and consumer goods, or other companies that it is clear will be needed by their militaries. Siemens, Airbus, etc.but going somewhere like SCHD should keep you just fine. the system is made to go up long term, and so you should invest based on what you think will happen long term.That's what I do - but I don't have a formal education in this, just access to capital.
>>62554035No, the amount of EURO which the US holds is insignificant.
>>62553988>What exactly should Japan do?They should have gotten on board with Russia, china and the BRICS economic reform, or pushed the USA to create a parallel version of it.There is no fix, no solution long term, our fiat debt-currency ponzi scheme was, and is, designed to fail, and in failing, empower and enrich the central banking uber-kikes who rule us from the shadows with impunity.
>>62573888They were doomed. Plaza accord then they were forced to sign the 1986 US-Japan Semiconductor Treaty.
>>62573287People predicted this after Covid: They can start buying assets for a quick cash injection but they can only do it for a few years. 2025 was the last year they could play money manipulation games to keep the Dollar afloat without adding valuation or buying assets. We've been coasting on momentum and likely cloak and dagger sabotage for the last year. After the midterms all bets are off
>>62573888this>>62573927the fact their PMs didn't immediately shove it back in the USA's face is proof that they never had a choice from the start.
>>62573968The worse thing is the US forced Japan to give up their growing semiconductor foundry dominance yet didn't do the same to Korea and Taiwan.Japan got cucked and had to watch their former colonies dominate semi manufacturing instead.
Jesus Christ. You know, I just didn't think Japan would go like this.
Would it be a good time to invest in high yield bond etfs right now, or should I wait and see whats happens to the yen carry trade?
>>62553988bottom signal
>>62554431please correct me if Im wrong, but when shtf with they yen, there is little I can do to protect myself against it.
>x currency is going to zero in 2 more weeks it's over sell everything
>>62558235they stopped fucking because it takes 100 hours of working to even attempt to afford a family and then the chick can just divorce rape you anyways
>>62573988Truly a cucked vassal state in its entirety. And then China is going to finish eating whatever is remaining. What a pathetic decline of a nation
I heard the phrase yen carry trade a lotis the yen carry trade where the BOJ pays you to borrow yen?
>>62553988it's not on negative rates anymore though
so where are your bets going to /biz/?
>>62554589if anyone thinks so Japan does, the US certainly spends very little time caring what Japan does
>>62556956what does that say about the rest of the world then, Japan want of the few countries that has its shit together on all fronts without invoking Jew magic
>>62558589very unserious post
>>62560168it's not that bad modern farm tools for rice (which Japan is well suited to utilize) take most of the load off
>>62563707yeah my mom was Jew and fucked it all up
>>62553988Midwit take. Nothing ever happens. Ooh the carry trade so scary.
>>62572629there's no real power to be had outside of the political system
i gave up on waiting for SpaceX to drop under $100, and i've gone full bear and thrown it into gold stocks instead.
is joining the military a viable way out of neetdom?
>>62580011>S.T.A.R.S...
>>62554006>I don't actually believe there is any easy solutionThey can join eurozone Unironically I dare you to tell me why it wouldn't work
>>62576577It’s interest rate arbitrage. Borrow yen for cheap near zero interest, sell yen for dollars, use dollars to buy US bonds with higher yields. Profit. They also just use the dollars to buy US stocks. Then yen FX market is the major artery supplying liquidity to the US bond and stock markets. The yen has to remain weak and cheap, but not worthless to keep the system working.
>>62580107I dare you to tell me what “joining the eurozone” means and how it reconciles japans 260% debt to GDP
>>62580107I think a currency shift like that would cause shockwaves in the domestic Japanese debt market>>62580741Yes, and unfortunately DJ DONNY T has decided to embark on a costly and disruptive special military operation so without a steady stream of liquidity the music might actually stop this time. Thanks for playing, Goy.
>>62580759>Yes, and unfortunately DJ DONNY T has decided to embark on a costly and disruptive special military operationbrainlet take. The evil central banking cartel's debt-currency ponzi scheme requires exponentially more goyim slaves forever, or else it all collapses, Donny ironically NEEDS to force Iran to bend the knee and stop being a terrorist state so its people can get loans and keep this pyramid scheme running for another few years.
>>62554009jover!
>>62581356Interesting theory. It does make a kind of sense. But that isn't what happened in Syria, or Egypt, or Iraq.
>>62581553the central banking jews created a system that enslaves everyone inside of it, the RothschiIds or whatever cabal of elite-names that hold the control of such banks don't sit there yelling into phones at world leaders, they don't need to lift a single finger, every world leader enslaved by this system is incentivized to cajoole, encourage, bribe, murder or invade a leader or nation not inside the ponzi scheme.They don't need shitholes like Somalia to open up a central bank, they already use US$ as their main currency, thats close enough already. They need nations with wealth, and people not utterly subhuman like africoons.
>>62581962I agree with you to a degree. But destroying Iran makes more sense in defense of Israel's regional hegemony makes more sense than the Jewish banking cabal are trying to develop new debt-slaves. There are like hundreds of millions of potential goy-slaves in India. Iran is <100m.
>>62554441so how do i protect my wealth? do i exit stocks? but puts?
>>62582201The Indians aren't blocking the vital economic waterway the Rothschilds rely on to survive. If you want the 4D chess narrative, Trump is fucking the Rothschilds on purpose by antagonizing Iran endlessly and extending the oil blockade as long as possible for his version of the Great Reset to play out.Alternatively, if you want the raped goyslave narrative, Trump is blockading China from oil, although China has proven it is quite resilient in backup energy sources such as coal plants, etc. The next step in the goyslave arc would be a total blockade of the Straight of Malacca.
>>62553988>1 week later>japan still existsthank you based Trump for saving my anime
Where's the bottom on the yen? I want to buy a Grand Seiko at the cheapest price I can.
The probability of literal hyperinflation is less than 1%.A more probable risk (15..25%) is sustained above-target inflation and fiscal dominance. Because Japan's debt is yen-denominated and held almost entirely by domestic institutions (the BOJ, local banks, pension funds) unlike the Western world, outright sovereign default is mathematically impossible; the central bank can always create reserves to clear JGBs. The cost of this debt is borne through financial repression (domestic purchasing power erosion), not sudden hyperinflation. Therefore, most of what's being said ITT is just fear mongering and stupidity.
Just how fucked is Japan?
How do I exploit this?I really want to fuck a Jap women.
