Am i right, asshole?
>>540066128Why exactly does Japan need to sepuku for the good of the stock market?
>>540066291Its the opposite. Burgers must save the yen or else japs will sell their US treasury bonds and crash America's economy.In this move they're throwing the euro under the bus to prop up the JPY
>>540066291the left is the Yen/USD rate. they don't want Japan to start selling US bonds (they have a lot...) to try and save their currency, so the US sold Euros instead to try and save it. if Japan started selling the bonds then the USD would be in danger.
>>540066440You're retarded, they own 1 trillion, certainty won't collapse shit
>>540066128VIVA ESPAÑAVIVA EL REYVIVA EL ORDENY LA LEY
>>540066503This post must go hard if you're retarded
>>540066503It will devalue your shekel and make the cost of borrowing shoot up.
Maybe japan need to import more brown people?
>>540066128its just so fucked man. mmt
>>540066503It's about the market signal.If they dump a lot, others will want to not be caught holding.And once a dynamic is set into motion, it's hard to stop the stampede
>>540066128Why does US need to waste money to prop up a foreign currency?
>>540066503US stock market is ponzi that is propped up with cheap yen.
>>540066128EU is in the state of steady decline for years you retarded shill
>>540067314So that the japs dont have to dump US bonds and thus wreck US bond sales
>>540067363Im sure the eurotrash is a real expert on the american stock market.
>>540067403Europe is surprisingly stable considering how much shit is flying everywhereI mean sure there are problems but no big crisis
>>540066128I'm long on reclining seats.
Should EU now sell US bonds as retailaton?>>540067403Hush, go back to Russia.
>>540066492imagine if japan sold its 1.4 tn usd bonds lolis this why X has enabled that japanese translation thing ? imagine they do it as retaliation for hiroshima and nagasaki etc ?historical opportunity
>>540067363Good point.Yeah a lot of capital outside the US is fueling the US stocks bubble.If they pull out, it would be catastrophic for muttsThey keep yapping but if the rest of the world got their money out of their stocks, it'd be so over for them
>>540067314The economy is about keeping up appearances to hide the fact it collapsed long ago and the only systems in place funnel money from the bottom directly to the top. Everyone running the show is gambling on being dead before it breaks in a manner beyond their control. It's looking like they may be wrong about that.
>crypto rover95% of /pol/ is just third world niggers spamming thier twitter accounts for engagement
>>540067532That would be so epic but japs are such beta cucks who don't dare do anything that would upset uncleoo samoo
>>540067240Lol retarded gypsy doesn't know jews will buy their dip next week. They always do this shit they liquidate max leveragetards and buy the dip several days later
>>540067441Your federal government is losing wars to algae and organising wrestling shows on the White House lawns.At this point, it's safe to assume you're all fucking imbeciles, looking at what you do every day.
>>540067638They don't have that extra liquidity to do thatIf they did, they'd buy something elseEverything that is available is spent right now, it's parked somewhere
>>540067507Pedro I know things are bad but you will have to learn to live outside of Schengen for a while.
>>540066128A cheaper currency is better for Japan and the world
>>540067710 they keep the volume down on purpose so they trick you while they pump it out of nowhere. Yeah they might dump it for a few more days but they will buy it next week like I said or by thursday
>>540067716In two weeks
>>540067507>Should EU now sell US bonds as retailaton?It kinda slowly are doing it. For months.Happened after that Greenland thing. Pension funds in Scandinavia and Germany slowly started to sell USA government bonds away. Pretty sure, other entities too. It just happens quietly and slowly.Remember, that in recent NATO meeting (In Turkey, if remember correctly), D.Trump again was talking something about USA needing to get Greenland.Now, when USA is stuck with Iran, EU is kinda safe-ish. If things stabilize, and they will start to look at Greenland again, then who knows. And if things escalates, then those bonds could become ... invalid. So there is some reasoning to get them unloaded.
>>540067441They have less reason to believe in the fantasy of infinite growth. If you are holding bags you are living on the edge of "it can't happen to me."
>>540068075Yeah it's inevitable that most of Europe will dump US bonds eventually, but they can't do it fast or else they lose money.China has been doing it for years, they used to be the biggest holder, now they're like 3rd and have already halved their portfolio.https://ticdata.treasury.gov/resource-center/data-chart-center/tic/Documents/slt_table5.htmlLong terms, mutts are cooked, their jews will have to buy them all
>>540067240that's retarded. "dumping" treasury bonds doesn't do anything, all they are is little bits of guaranteed future income and you can sell it to someone else, but that doesn't affect the treasury or bond.
>>540068417That's what jews intend bankrupt goyims and take their money. That's why you avoid option and max leverage retardation kikes literally see you when you buy and they will take your money. Just buy long term
>>540068513Well if they sell but never buy again, the US govt loses a funder for their deficit.Then someone else will have to pick up the tab
>>540066128Russian shills at it again. Fuck Russia they are worse than niggers.
>>540066128BwahahahahahahaGET FUCKED MUTTS
>>540066128Japan has no reason to care about a global recession. They're already fucked because of the Straight being closed. Globalism makes no sense, it's too fragile.
>>540068417Interestingly, their debt will become WAY more expensive to service. In that aspect, for next presindent/congress D.Trump will hand over pretty fucked up economy. At least, what looks from current trends.Thing which will be interesting to see: will they cut subsidies to Israel, or it will remain last thing they will be willing to cut.
>>540068606>says that while nasdaq has pumped since foreverNever bet against America
>Fuck the EU, Fuck NATOCorrectThe merchant and his band of libshit corpo mercenaries ponzi scheme is not my problem.t asshole
>>540068635They will have to cut something much more drastic than a few tens of billions for Israel. More like a few hundreds of billions per year to have a viable path to sustainable debt levels.And what could they cut? Military, pensions, healthcare... Something big
>>540066128I think we could have invested in China while also investing in Europe.
>>540066128>Ask Japan for a loan>Pay it back with the borrowed moneyWhat am I missing?
>>540068635>cut subsidies to Israellol
>>540068513If they sell someone has to buy. More sellers than buyer demand the price of the bond falls which is reflected in the yield going up. If they sell they dont buy in the future, meaning less demand in future auctions yields go up more. This yield reverberates thoughtful debt markets. Though its not as important as in the past because bonds only are about 1/3rd of central banks holdings with bonds like Microsoft being considered more valued
>>540066128japan can do the biggest funny
>>540068672If China and Japan sells their bonds then America defaults on their debt, and both now have a reason to. There's no reason to support America now.
>>540068900Jews havs more money than China and Japan combined come on don't be a silly goyim.
>>540068777Checked
>>540068737Isn't their healthcare already private? Well, mostly.Suspecting that mostly with pensions are something similar.There could be cuts in mil spending, but for that there will be HUGE resistance.Probably will increase some taxes, and will cut on infrastructure maintenance.
>>540068968No. Global power is shifting because America is being ignorablely retarded. We can't open up the Strait without bombing all major civilian infrastructure, which we won't do, or landing troops to secure the area, which will be a disaster and thus we lose global legitimacy.There's no reason to not abandon the West and America right now.
>>540069177So you think jews will switch to China? Why?
>>540066128What happened to capitalism? What don't the Yen save itself? Why is the government trying to distort the free market?
>>540068968you're so fucking stupid China has so much money it can do whatever, top5 banks in the world are all chink.
>>540068810>If they sell someone has to buyGovernment are buying them back.But for new bonds, there is lower demand than before. To get some more buyers, they need to increase premium percentage per bond. Meaning, that when bonds mature, they (USA government) will have to pay more for it. It already makes their debt more expensive. As they are selling bonds at higher premium than in pre-second-Trump era.D.Trump erratic behavior makes some investors somehow... more careful.Remember, year ago he increased tariffs to Canada, because one of canadian governors said something, which Donald did not liked.
>>540069347Can you name 7 chinese companies that can compete with american tech and mag 7?
>>540069051Idk I looked at the breakdown of outlays in the US budget and they spend a lot on vets healthcare and pensions. There's a state component of healthcare too, it's not 100% private. Pensions too.Like you can't expect their public clerks to have private pensions.
>>540069223The fact of the matter is Japan needs oil, and China needs oil. Australia and Russia as well. This is not a situation that can be maintained indefinitely, and frankly I'm surprised it's lasted as long as it has. The best case scenario for these four countries is if we invade Iran because we will be weakened, and most likely lose. This whole thing has been unbelievably retarded.
>>540066128Europe will win in the end.
>>540066503the stock market would tank like crazy
>>540069347China has a fuckton of internal debt.Their municipalities are close to bankruptcy. They took on a lot of debt back when they were building a lot, to pump those stats so the CCP could report double-digit growth rates that would make their system look "so much better than the west's".And now the chickens are coming home to roost and it's ugly.Real estate bubble controlled pop, debt crisis, and chinks are wary of spending, so there's a lot of blockage in the economy. They're going Japan's way.
>>540069417nigger go ask Ai they made it for retards like you.Alibaba is bigger than amazon.
>>540069405That can happen sometimes, I am pretty sure the federal reserve is going brrrrt and admitting defeat to inflation
>>540067469> Europe is surprisingly stablehe still believes the euro news
>>540066128Is this how non-stop winning looks like
>>540069544this nigger is so fucking retarded
>>540069431The chinese have at least six months of oils reserves with no rationing or negative impacts to their economy. If certain restrictions were put in place they could last a year on their reserves.
>>540066128zoom out
>>540069545Alibaba's market cap is $293.01 billionWhile Amazon's market cap is 2,92 trillion USDYou are fucking retarded
>>540069177>We can't open up the Strait without bombing all major civilian infrastructure, which we won't do, or landing troops to secure the area There is no evidence that bombing all major civilian infrastructure or landing troops in the area will 'open the strait. The only thing we can be sure of is that the president of the United States is a child molester.
>>540069559I mean sure it's the same old problems with niggers and muzzos, but there's overall low inflation in most euro countries (with a few exceptions) and there's a bit of growth, barely some.Europe just barely stays on a floating line. It's not doing great, but not in great peril either.It has the same old structural problems though
>>540069639No he right, the biggest obstacle the Chinese face (besides demographic change, but that affects everyone) is that no one outside would ever want to invest into them.
>>540069687>There is no evidence that bombing all major civilian infrastructurePeople can't stop you when they're dead. If we bomb their desalination plants, they died. I'm fine with genocide, but it's not something we'll do.
>>540069666>market capWhat does that give you, when it's imaginary "stocks valuations". It's Disney economy. That shit doesn't exist anywhere, in a bank or a budget.It's just a number, an estimation of value. It only exists when you sell. And nobody's selling them all at the same time.You know what matters? Operating margin, that's money in the bank after all expenses paid.
>>540066128How come it still hasn't crashed yet? Feels like we have been living on borrowed time for years now
>>540066128Great, another LARPing thread were we pretend we understand "economy" and pretend it s not fake and doesn t have any real rules or make any sense. My turn: Yeah, they should definitively increase the interest rate.
>>540067773Well memed
>>540069942It's about to. US-Japan joint interventions are rare.It's a top signal.
>>540069870Nobody invests in China they had shit products. You literally use an american app right now kys. Everyone avoids made in China everywhere you go. I am not saying american products are of exquisite quality but they are far more trustworthy. You see more ford cars outside than chinese made garbage
>>540066128Fuck japanFuck nipsFuck all turcomongoloids
>>540069855>I'm fine with genocide, but it's not something we'll do.For you, it is simple. As those tens of millions of potential migrants will not move to USA. But to more closely located European Union.I would prefer that iranians remained in their home areas, and did their.... whatever muslim thing they do there. That they would continue to do it THERE.
>>540066713It does. What’s a trillion or two dollarydoos between amigos? They just print that shit out of thin air anyway.
>>540066440>and crash America's economy.How many times have you completely stupid assholes predicted the impending collapse of the USD? More times than I can remember, and then nothing ever happened. You want to look at real economic problems, look at Chinese consumer and producer demand, which has been either negative or at zero for three years now.
>>540068575>Well if they sell but never buy again>If if if ifAt least you admit it, KEK
>>540070158Because the US (and Japan) are still keeping the yen afloat. Ever wondered why your debt ballooned at the same time yen started falling?
>>540066128so basically big japanese corpos (like softbank) are funding ai data center construction that is not happening and buying stocks of companies involved in the ai circlejerkthey pumped the bubble as much as it goes and it's about to pop now, so the americans are trying to bail them out(hehe no I will not pay debts btw) by fucking over europe that isn't exposed by the ai bubble
>>540070158If you actually want to increase exports a low dollar is good thobeit.
Japan is literally a US puppet state, they will do what their US overloads tell them to do.
>>540066503Nigger if japan sells, so will everyone else
>>540069870My gyps, amazon has a stranglehold on us and eu online retail, temu and ali can only pickup the unprofitable leftovers, 70% of US adults have a prime subscription and unlike chinese slave labor they have money and endless financing options to buy shit.Not to mention the AWS gold mine which basically got all governments and large institutions to host there with prices being increased endlessly and no way to migrate out.
>>540070415Lol
>>540066291Because the BoJ used to offer loans to institutional investors at 0% interest rates, Americans are bag holders of debt owed to the japanese, if the BoJ rises interest rates the economic equation of those loans is inverted so investors must liquidate the loan ASAP, and the only way to do that quickly is dumping US assets.Its called carry trade.The Americans are trying to offload the Yen Crisis into the Euro, they are dumping EU assets to buy yen and appriciate the Yen by brute force, the problem is that these schemes are not sustainable if the conditions that made the Yen fall in value are not resolved.Meaning that this is a last ditch effort to avoid a economic crisis by trying to offload it to the europeans
>>540066128>markets normalizing is le badThe USA is buying just to soften the blow, Japan overplayed their hand in a time of obvious instability, since the EU has some stake in USD this of course will affect them in some way. Wake me if bank runs start.
>>540070714Euros hold even more dollar bags, no? doesn’t that make it worse if they start dumping to?
>>540066128>does nothing>ancestral enemy collapses
>>540070488>amazon has a stranglehold on us and eu online retailOn US for sure.EU not so much. About half of consoomers buy from chinksThe other half is not just Amazon, but also strong local ecommerce platforms. Like here we have eMag, most people buy from them not Amazon or Aliexpress. because it arrives much faster if they need it fast.
>>540067773goes hard
>>540066128>>540066440The EU could do the funniest thing ever.>sell yen>buy euro
>>540070714I don't think the euro depreciating will upset many. It make exports stronger and imports more expensive.
>>540066128Remaining in NATO means war with Russia that is imminent.US does not want that. So it's only EU that will be going to that war.
>>540070899China's economy is even more of a paper tiger than the nips, America being their biggest customer for disposable luxury goods is the only thing propping up the Yuan. Nevermind, that HK in China and Japan are the next two down the list of buyers lmao, so Japan shitting the bed isn't helping China at all.
>>540071036The EU is competing with ASEAN, Japan, China, and India for oil and gas right now. A cheaper euro is not in their interest.
>>540071218Things even out. Cheaper euro sells more EU goods, thus bringing enough revenue for paying more for oil and gas imports.
>>540071307That happens in the long term. Everybody needs oil right now.Look up J-Curve.
>>540071307What do Europeans actually produce for export outside the EU at this point?
>>540071036>It make exports stronger and imports more expensive.If that equation held true, then Argentina and Venezuela would be economic superpowers.Stronger economic output is related to comparative and competitive advantage, a currency that loses purchasing power is neither.
So according to that tweet one option is to save both the yen and the global economy ie a win/win with no downsidesThe other choice is to fuck themselves over and everyone else, a lose/loseHow is this a choice?
>>540071472>What do Europeans actually produce for export outside the EU at this point?One of relatively recent thing, was Ozempic (Danish company Novo Nordisk).Switzerland also did a lot of pharma trade, but they are not in EU. HOWEVER, they did quite a lot of pharma and med eqipment sale to USA, which affected their trade balance. And at the end, while EU got 15% tariff on goods, Switzerland got 55%. For trade going to USA.
>>540071472SpotifyMercs and BMWs,ARM microprocessors (design)French cheesesOlive oilPorto winesIberico hamBeers (Belgian, Czech, German)Ferrari carsLamborghini carsRolls Royce carsPorscheLouis Vuitton, Armani, Chanel, Dior and tens othersFocal, RME Audio, Focusrite , Behringera fuckton of glass (Saint-Gobain Glass)NXP chipsbricksAirbus commercial aircraftSiemens that makes everything from MRI machines to factory assembly linesSAP ERP softwareA fuckton of foodstuffs, winesSportswear (Adidas, Puma)hand guns - Sig Sauer, Glock, Beretta, Heckler & KochIKEA furniture
>>540071714A cheaper currency for an economic area that has strong exports is an advantage. And it also discourages imports.
>>540071881the amerifat mind cannot comprehend this trvke
>>540066291>>540066128if japan crashes, billion of of us bank loans, and share holder lose money, can't have that happen. >>540070158you do realize that being the global currency can back fire if US banks and wall street invest billions in a foriegn economy, and it fails it hurts you right?
>>540066440Mutts would deserve that for causing these fuel prices.
>>540071881Half of that list consists of overblown and pointless luxuries.
zoom out
>>540069985I agree
>>540071195China produces everything.You buy everything on your credit card and produce mullatos.
>>540071836I think saving the yen is a Jewish euphemism. Don't know for what, but the way it's phrased seems like they're trying to guilt trip Japan.
>>540069687>There is no evidence that bombing all major civilian infrastructure or landing troops in the area will 'open the strait.M8
>>540071881>IKEA furnitureWhy would you list all that useful stuff and then tack this shartmart tier garbage on the end?
"The USD is crashing, just two more weeks" said the demented eurokek for the 12th time this week.
>>540071998It was only a small selection.There's a lot more heavy and costly stuff likeAlstom trainsWeapons (frigates)cheaper cars (Italian, French, Romania, German)ASML EUV machines without which you coulnd't have a computer right nowoptics (Zeiss, which is a secret ingredient in those ASML machines)And no luxury is not useless. Especially right now when economies tend to be L-shapes so the only people spending a lot are the rich. That's where most corporations are making money right now, not from plebs. Poor plebs buy chinkshit from Temu.
>>540071836Saving the yen is not good for Japan in the long term. They want investment back into Japan, which will come when the BOJ raises interest rates. This happens when the yen depreciates (causing inflation), not when it appreciates.They also want their exports to be more competitive vis-a-vis Korea and China.The only reason they're trying to "save" the yen is because of the Hormuz closure and immediate need to import oil and gas.
>>540072144It's shit but a lot of people buy it. It's a statistic
can this help me get a Japanese gf
>>540071922Like 2 of our top companies combined have a bigger marketcap than all of those.
>>540066291their business sector should probably stop revolving around 80 year old man who hates his wife sitting in the office for 14 hours and pay their actual workers enough money to have kids or some shit
>>540072089Credit being normalized by jews deserves to be its own separate matter. Get back to your 996 job, slave.
>>540072267>marketcapimaginary valuation based on hype
>>540072256yes
>>540072142It won't.
>>540072304Cope harder
The stock markets are pyramid schemes currently. And they are not the economy. Shareholder companies are part of the economy, but the valuations don't really matter. The shareholders aren't happy when air escapes the stock market bubble, but the companies don't change.
>>540068777Is the elephant okay?
>>540072209Fair enough
>>540072220So glad they got rid of this nigger.I can't imagine how many people lost money because of him
>>540066503People seem to have the idea that these economic blows impact one evenly. As in, a 1 trillion dollar blow to a 30 trillion dollar economy simply means every sector shrinks a percentage point or two, and that these events are akin to being hit with a carpet, not shrapnel.
>>540066503mutt brain folks
>>540068513It "locks up" liquidity in predictable ways. It hides inflation when you sell enough of the promises. When the rate of tbills or bonds goes too high(state is desperate for some reason or another) ALL investment feel the pressure to take a safe 5-7% spy/year for the several weeks of exposure while the getting is good/easy+all other assets take a hit due to uncertainty..It's similar when gold breaks out: sucks in liquidity from all over for a moment.
>>540066440spbp>>540071005The EU does not hold enough Yen (or similar asset) to do thisPrices will also go up on both sides, consumers will largely eat the costs.
>>540071005The EU will do something funnier: sell more US bonds.Basically what Japan is too scared to do
>>540068672But always bet against Jews.They can't help themselves.
>>540066440Doesn’t saving the yen collapse the yen carry trade considering they’r in the process of still raising their rates?>be hedge fund>borrow yen for 0% interest>buy treasuries & tech>portfolio goes up>Japan begins raising rates>Yen now has a borrow fee>Continue to borrow Yen at 1%>Have to sell positions to borrow more at 1%>Continue the process>Margin calls come in>Fail call>Liquidated>Game OverI may have missed a few points, but isn’t that the overall idea?
Trump is a retard but not as retarded as the mutts voting for him
just cancel the debtproblem solved
>>540074658no the tariff paid down the debt while taking no money from us corp or citizen:)tariff is epic winentire federal gov used to run on tariff 1900
>>540066128i told all of you months ago this was going to happen that under no circumstances can we allow the bank of japan to fall, i warned you the japanese were the scaffolding holding up the global economy and warned you this was going to happen, remember how everyone in that thread mocked me? buckle up son its going to get interesting.
>>540071307Europe is oil importer. Cheaper euro means that oil will become more expensive.
if the japanese have to dump to save themselves its going to cascade into an enormous fuck you to the global economy and the us dollar, only a suicidal retard would allow the bank of japan to fall, washington is going to be forced to act they simply cannot ignore it.
>>540066128Damn hopes this happens might be the break crypto needs
another thing i warned about, when we start having real problems not just theater fair weather politicians and fair weather presidents were going to cause massive problems and look at what we're in now an ego maniac surrounded by his sycophantic retards who do everything based on likes and retweets on twitter need to steer the boat on this razor thin line can they do it? we'll we voted for it so we'll have to see if a president who has spent most of his tenure defending human traffickers and focusing on polymarket betting we'll see if he has the chops to navigate a global economic crisis for real, i sincerely doubt it.
>>540077531oh wait thats right we're going to all out war with 750 some odd interceptors lol.....
>>540066440What are the odds they dump it? I know I would . fuck US and attached economies, japs get to scoop cheapies up and become new super power
>>540066128That post is for retards without critical thinking skills. Screencapping only the red stocks to grab brainlet attention...Market was actually up 1% overall that day and most of those market moves had nothing to do with Japan. Apple was down due to disappointing earnings call after market close the day before.
Could just allow US citizens free travel to Japan a la EU free movement directive. Guarantee infinity nerds would instantly settle in all the dying towns and such.
The Jew should fear the Samurai. Let it float.
>>540068075>Happened after that Greenland thing. Pension funds in Scandinavia and Germany slowly started to sell USA government bonds away. Pretty sure, other entities too. It just happens quietly and slowly.Have a friend working in a bank, told me the same, they dont want to sell it all in bulk so to not crash the currency and lose it all but they sure as hell want to get rid of it as fast as possible without tanking everything.
>>540068737>And what could they cut? Military, pensions, healthcare... Something bigNot their foreskins, Israel already did that.
