The sharp rise in bond yields indicates that government bonds are not selling.This is a dangerous sign.
>>540939152>100 years from the Great Depression >2nd Great Depression right on time
>>540939152Qrd
>>540939152okay keep me posted
Japan may have to start raising interest rates as early as September,the yen has fallen too sharply.To curb inflation, the Bank of Japan must raise interest rates. Simply buying yen with dollars is pointless,it’s a waste of money.
>>540939152Just think about how cheap the sexy time girls will be
>>540939311the own most of our debt, their banks are going to collapse and when that happens you can kiss the global economy goodbye fuckers going to blow anytime now the united states is killing the japanese economy.
>>540939430So.. I can't get new manga?
>>540939152>dates of post suspiciously cut offmeh
Reminder to stack
>>540939573https://x.com/macropaperr/status/2089179154860376296
>>540939531usually i have advice or some kind of remark or idea of things but im going to be completely transparent especially with the wild behavior and actions of this administration i genuinely don't know whats going to happen, essentially if their is no intervention of some kind to save the japanese economy who the fuck knows what happens, can the japanese even dump their bonds to the open market if they had to save the yen, and with the war in iran putting a stranglehold on the energy sector, its looking pretty crazy i wont lie
>>540939387>how cheapI heard that the price of Japanese girls has dropped to the cost of a meal.That’s because food prices in Japan have been rising steadily.
>>540939665>no products on displayGreat you have silver and the trader has nothing to sell you.LMAO
>10y below +3%this is just rate hike being priced in you dumb memefrog retard
>>540939824a more interesting question as well that i've been thinking about, can the united states actually afford to just watch? all of this gets weird and i struggle to wrap my head around all the variables and shit going on in this fucking disaster, like what happens if the world just watches the japanese economy burn to the ground to me it seems suicidal but the nonchalance of everyone about this makes me believe they think they don't need to do anything, when the economy of the largest debt holder for the reserve currency collapses what happens next?
>>540939152>>540939573>>540939708>post from todayfair enough, but the chart is 30 years or somethingalarming, but not as sudden as the post wants to imply, chang
>>540940074The U.S. actually has a way to prevent Japan from selling off U.S. Treasuries, and that is to print money like crazy.It could lend Japan hundreds of billions of dollars at zero interest, and Japan could use that money to rescue its own economy.The problem is that this would lead to heightened inflation in the U.S., a depreciation of the dollar, and rising prices.If the U.S. chooses not to do this, Japan’s only option would be to sell off U.S. Treasuries in large quantities, causing the U.S. Treasury market to collapse.
>>540940325we are living through interesting and uncertain times my friend, we'll see what happens.
>>540939315Why are Americans so stupid and ignorant?
>>540940325you have no idea what are you talking about retard.
>>540939825Don't forget all those niggers Japan brought in just recentlyThey want protein at the market too and they don't give a shit if they're contributing to the economy to get it
>>540940194>30 years5 years, apparently, it was in the <0.1% range during covidi just googled all this stuff this morning, this means carry trades are/will be fucked, right?
>>540939152The Japanese race is literally going extinctWho's the bailout going to, jeets??
>>540941609still 96% Japanese and tightening the bordersworry about your own countryt. gaijin
>>540939430fima is buying that debt back now lmao, with printed dollars, we're at the end stage of empire collapse where muttmerica can't repay it's debts anymore and starts printing money
>>540939311Scenario A: BOJ Hikes Interest Rates>1. Debt Servicing Crisis: With national debt at 230% of GDP, government interest payments explode and paralyze the national budget.>2. Corporate and Household Collapse: Massive bankruptcies for zombie firms reliance on ultra cheap credit, alongside mortgage defaults.>3. Yen Carry Trade Unwind: Raising rates causes trillions in global Yen carry trades to liquidate overnight, crashing global stock markets.Scenario B: BOJ Keeps Rates Near Zero or Cuts Them>1. Currency Debasement: Capital keeps fleeing to higher yielding assets like USD, driving USD JPY straight toward total Yen hyper inflation.>2. Imported Inflation Spike: Skyrocketing food and energy import costs annihilate domestic household purchasing power.>3. Bond Market Flight: Investors dump Japanese Government Bonds anyway due to negative real yields, forcing yields up even without rate hikes.TLDR: Hike rates and you blow up government solvency and corporate debt. Keep rates low and you destroy the Yen and trigger import hyper inflation.Their only lifeline is aggressive rate cuts by the US Federal Reserve.A narrower rate gap stops capital flight, stabilizes the Yen, and cools down imported food and energy inflation for Japanese households.
>>5409393111 you are retarded 2 rip japan3 kys kike
Why not liquidate Japan and move half of their population to North America?
>>540942791Yeah expect no one controls the bond market rates, the FED can only set the overnight rate. The bond market has rising inflation expectation and demand greater yields to compensate, there’s no way to manage your way out of that. Your scenario B is flawed, investors don’t really own JGBs, the BOJ owns about 50% of the market, and the rest is owned by Japanese institutions that have been given government regulations to own them. So the ones that already own them can’t sell them and the ones that don’t aren’t going to buy them.There’s a bigger issue for the BOJ, its balance sheet is 81% JGBs, that’s the backing for the yen. 80 (yen) cents of every yen is worthless Japanese government debt. The relationship between the currency and bond market have now inverted, they will move directly proportional to each other, down together no matter what they do.
>>540940325not exactly, they can also sell someone else's money, to prevent japan from selling someone else's (their) money. but as bessant showed the fundamentals remain the same so after the retards were margin called the shorts came flooding back in because the thesis is unchanged.>>540941603carry trades work off int. rates not yield. but bringing rates up will destroy long term bond yields too (as we can see)
>>540939152This means that Japan is emerging from three decades of deflation and returning to a period of economic prosperity.
>>540944263A Fed cut narrows the USD JPY interest rate spread immediately, halting capital flight regardless of long term bond market sentiment.And japanese banks and life insurers don't need to dump 100 percent of their holdings to break the market. The fact that 10 year JGB yields hit 2.9 percent and 30 year yields hit 4 percent proves that private institutions are already demanding higher premiums or refusing to roll over new debt.The issue isn't the BOJ's balance sheet structure, it's the interest rate differential driving capital flight
>>540939152cough cough cough COUGH COUGH COUGH
>>540946711The interest rate arbitrage driving capital flight is the whole point of the USD/JPY relationship, borrowed cheap yen is a primary liquidity source for the treasury market. The FED will not cut rates in an effort to save the yen, the Carry trade is a feature not a bug. They need the yen cheap and JGB yields low so that the capital flees to the US, but they can’t have the yen be worthless which is why they’ll extend swap lines and sell euros for yen and do anything they can to delay the inevitable. The balance sheet composition only serves as proof that the traditional choice of currency vs. Bond market does not exist anymore. The two have been fused together.
>>540939311>>540939311Japan is the debt currency exchange of the world. If Japan isn't playing ball, the ball rolls away.
Cant wait for nothing to happen in 2 more weeks.
>>540939311Jews
>>540939311Oh you know, your boys fucking up yet another country financially, same as always.
>>540939531Yeah, this shit could cause japanese people to use pages of manga as toilet paper just to survive this up and coming recession... this inflationary recession. Like tons and tons of people will have to get on a currency exchage like uphold and buy jpy to slow this shit down or we are not getting any more mangas.
>>540944883>carry trades work off int. rates not yieldso all the anons the other day talking about it were talking shit?
>>540939311There really is no QRD, but the result will be more Japanese buying domestic bonds instead of US bonds, which will push up the rate for the government to borrow money, corporations to borrow money, 30-year mortgages, etc. Higher interest rate in Japan will also fuck US tech stocks, because it will be harder to "carry trade" by borrowing Yen at a near-zero interest rate and invest it in the US stock market.
>>540939387the indirect effect from this is SEAnig wives get BTFO, SEAnig mail order bride market will crash. why settle for SEAnigs when you can get cuter, paler Japs for the same price. More japs will be eager to study and work abroad in Europe & US (and will legit threaten other visa migrants)All White conquerors, what are you waiting for?
>>540939152Gold is surging again today eventhough bonds are up. And stock markets are red too. It's unironically happening. Big players are repositioning into the only safe assets left.Fuck i'm gonna be so rich
>>540948487Its all a bunch of shit talking. Bunch of wannabe psychics arguing whose crystal ball is shinier.
>>540939325The US were buying yen with euros, not dollars.I expect the euro the implode before the yen gives in.The Japanese debt is mostly domestic, while the European debt is global.
>>540939152>Orange retard starts another middle eastern war>Only has yes men at the top of the dod, give him bad intel as to our current logistical capabilities>Trump thinks missile stockpiles and thaad are gonna save israel from another shoah>They don't>Starts freaking the fuck out to cover his ass>Pulls out SK thaad and starts moving carriers to go assist>Still doesn't work>Triples down, pulls last carrier out of east asia>American empirical power is failing in literal real time>Japan simply sees the writing on the wall as they no longer have a security guaranteur>You are here>East asia bails on US confidence>US markets crash nearly instantaneously>Great depression 2.0 loading>American empire falls at the drop of a hat.Honestly, its so fragile at this point that if china so much as sends an artillery shell into taiwan, its over, and there is absolutely nothing to stop them
>>540942098any literature about this? or keywords?
>>540939152nice ill be in japan in jan/feb gonna fuck some cheap sluts
>>540939152Changs and Kims will be happy. The literal collapse of Japan is in our lifetimes people.
>>540955532I kinda hope it happens.Hopefully it will lead to Japan not having U.S. military bases anymore Or anyone, for that matter.
>>540941381What other realistic choices does Japan have then? He's being truthful.
>>540940805Because Fox news hasn't told him how to feel about it yet so the mutt is living in ignorance of the destruction that right before him, his economy and their global status.
>>540939325>Japan may have to start raising interest rates as early as September,the yen has fallen too sharply.>To curb inflation, the Bank of Japan must raise interest rates. Simply buying yen with dollars is pointless,it’s a waste of money.This shit also happened in Argentina, no matter how much you buy with dollars inflation will keep increasing
>>540939152This has been a well known issue for years. Japanese bonds CAN blow up the world financial system. They are that big. The carry trade links japan to all other financial hubs which guarantees that eventually a crisis will cause a massive move that has a domino effect across markets. Japan is also the biggest foreign owner of treasuries, they could destroy the bond market themselves if forced to sell even half of their holdings. Couple this with the fact that all major government bonds(EU, GB, US, JP) move together, so if one goes up in yield then they all do. And that means that stocks either have to deliver huge returns or prices have to come down to match the yield of bonds. A 15% interest rate killed stock markets in the early 80s, it was the decrease in rates over the next 30 years that drove markets higher.So now japan has to decide, either raise rates and (potentially) increase the value of yen or let the yen slide further and destroy domestic markets because inflation goes vertical. If yen goes to 200 per USD then you need 25% more yen to buy every barrel of oil. Imagine on top of oil prices going up that a 25% hike happens just because your currency is trash. It's a recipe for disaster. And raising rates might not even work, but it will guarantee that corporations and the national government pay way more for debt in a country loaded with 250% debt:gdp. And if the carry trade unwinds, it usually goes extremely fast, like 10% in a day. Currencies only move .25% to .5% a day, so it's a massive shock for an import driven economy already suffering. These types of currency moves in the majors happen once a decade, I don't know what's going to happen but if pressure builds it'll all go at once. Chinese yuan in 2015, the swiss franc debacle, valentines day 1994 in yen, and of course the crash in british pounds that made soros and druckenmiller a billion dollars in a day.
>>540947570>the Carry trade is a feature not a bug.Not from Japans perspective. The very practice of investors borrowing yen to convert to dollars and other foreign investments drives down the value of the yen further and the BoJ primarily intervenes to stop this habit.
>>540939387Already cheap. Prostitution is one of the fastest growing industries in Japan next to tourism. Japan is Thailand 2.0.
>>540939152Monetary sovereigns don't need to sell bonds.
>>540941992>t. gaijinWhittu piggu, go home.
>>540954087>wannabe psychicstry every global financial institution, economists and governments are worried about this Japanese currency and debt crisis because this will cause a global economic collapse.
>>540939152>This is a dangerous sign.Why? What would mean if government bonds were selling? Would that mean Japan has more debt or less debt? How will they repay that debt? Do you think being indebted perpetually is a good idea? Do you think that endless growth is sustainable?
>>540939325>To curb inflation, the Bank of Japan must raise interest rates.Is inflation good or bad? What if there was no inflation and no interests, what would happen?
>>540939152Let's hope that gay guy who takes cock up his ass and let's men blow their load of semen into his anus can save us.
What is the ideal inflation and interest, according to the economists?
>>540960999Its bad for the Japanese people because they already make one of the lowest wages and pay one of the highest taxes of all developed countries so their cost of living will rise further and more and more japs can't afford to live as is. Its going to be hellish for them. Check out the record amounts of welfare requests in Japan over the past three years alone.Then the worst part is if they raise rates, the cost of paying just the interest on their massive debt (highest debt to gdp ever recorded) it will cause the Japanese government to experience a budget shortfall which means they have to print more money and increase debt which means higher interest payments, raise taxes on an already taxed burdened population, cut services like pensions which is not going to work in an aging society. Eventually they are going to default on their debt and then their currency goes to zero.People don't know how dire this situation is for Japan and the rest of the global economy.
>>540939152If this means less anime so I can actually keep up with it again. Good
>>540961305>Then the worst part is if they raise rates, the cost of paying just the interest on their massive debt (highest debt to gdp ever recorded) it will cause the Japanese government to experience a budget shortfall which means they have to print more money and increase debt which means higher interest payments, raise taxes on an already taxed burdened population, cut services like pensions which is not going to work in an aging society. >Eventually they are going to default on their debt and then their currency goes to zero.What happens then? Are countries even allowed to default? They didn't let Greece to default, why would they let Japan? The solution always seems to be to print more money, and if it's not intended to be repaid, then why not just print more money anyway?
>>540939152Anal Thoroughfare.
>>540942791Lol, nothing happens, because money as we know it is made up and they can always change the numbers or some definition so in theory never it never breaks. Maybe in two more weeks.
>>540939325They can't. They literally stole 250%+ worth of GDP from the ordinary people to invest into US economy. Even 5% interest rate will make it half of their budget and still do nothing. Japan is economically insolvable. It's hyperinflation with no interest rate to combat it or default. They might collapse US debt if they start selling it to postpone their demise. They will ruin the whole system because for some reason the world bank and IMF allowed for that to happen despite every book dictates their credit rating should be labeled trash decades ago, but they simply allowed them to steal the money anyway.
usa will buy them at massive debt margins
Can someone explain this about economy to me please?Imagine i establish a new country with its own currency, let's call it Dinar. I establish a national bank for this reason. The bank loans the country some money, let's say a million Dinars, at idk let's say 2% interest. What happens? My country now has a million Dinars, that's all the money that exists, but the country suddenly owes more, a million Dinars +2% of interest. So my question is where is the +2% supposed to come from, when there's only a million Dinars out there in existence? How is a country supposed to repay all that money? Where does it come from?
>>540961617Japan can't technically 'default' on their debt. Its just mentioned like that due to it being easier to understand. But basically, any country that prints its own currency can just print the money it needs to pay off its debt but that will weaken their currency so much that it hyper inflates. See Weimar republic, Zimbabwe and Argentina as prime examples.We don't like countries to do this because of how interconnected our economies are now. If one country goes down, it causes others to go down with it and a chain reaction occurs.In Japan's case, many financial institutions from all over the globe borrowed a lot of Yen from Japan to buy stocks, convert to other currencies, and to purchase other financial investments. They did this because Japan has zero to very low interest rates so its basically like getting free money to speculate with. As long as your investment makes more money than the Japanese interest rates, you can easily keep paying your interest on the yen you borrowed while making profit. However, if the Japs raise rates, then people who borrowed yen will need to start selling their foreign investments to pay back the yen as the higher interest rates cut into their profits. This causes those foreign economies to contract as investments are pulled out. And if the Japs start selling US treasuries to pay down their debt, it raises US interest rates causing the US economy to stall out and makes costs for the American people higher. This then slows down the US consumer from purchasing foreign goods and services which hurts global companies.
>>540939311japan has been on absurdly high debt to gdp ratio (currently ~250%) for years because their interest rates were close to 0, hence it felt less dangerousnow their interest rates are going up very quickly and they are running out of optionsas they refinance their debt on "normal" interest rates, they will eventually be faced with bankrupcy. most japanese debt is internal, meaning trillions worth of exposure from people's savings and investment funds will disappear if they cannot fullfill their obligationsdomino-effect aside, this means japan may soon have to dump its US bonds (worth over $1 trillion) if it is close to default
>>540962021Fractional reserve banking.
>>540962152Cheap japanese prostitutes wen?
>>540962021From giving bank your real property or slaving on them. Or you simply never return the debt and borrow more and more each time. Banks are not limited in how much money they can create. You can simply infinitely create weird derivatives and do some retarded juggling and manipulation. As long as pleb believes everything is fine and agrees to exchange goods for that paper, the magic works.
>>540962124>any country that prints its own currency can just print the money it needs to pay off its debt but that will weaken their currency so much that it hyper inflates.> that will weaken their currency so much that it hyper inflates.Why? They printed the money because there was not enough of it, correct? That means some of the money is gone, missing, hidden, or unavailable for use, and it shouldn't be counted towards the total, so there shouldn't be any inflation. It's not actually worth less if half of it is gone/unavailable. Correct?
>>540962021your options are to directly print it via the treasury rather than using the bank as a mediator for printing or to kick the can down the road by borrowing again and again
>>540958374>This shit also happened in Argentina, noMIRAME MAMA TAMBIEN SOMOS JAPONESES
>>540962357They print the money out of thin air to pay back the debt because they can't afford to properly service the debt.So it means there is too much of their money now.If gold was very common like dirt, would gold be worth a lot? No. Same thing for currency.
>>540962124>If one country goes down, it causes others to go down with it and a chain reaction occurs.And? Why is this suddenly not allowed? Are there rules for money or not?>this means japan may soon have to dump its US bonds (worth over $1 trillion) if it is close to defaultWhat do you mean dump? You mean sell? Who is the buyer?Also stock exchanges, how do they work? If someone is selling, there is always a buyer on the other end. So why does the price go up?Are there sufficient safety mechanisms in place by the banks to prevent ALL insider trading and other such machinations? If not, isn't that proof that banks are not doing their job as they should, meaning they can not be trusted, and their right to handle people's money should be revoked?
>>540957601Don't flatter yourself macaco da silva, you were never relevant enough to invade for any reason.
>>540962435>your options are to directly print it via the treasuryWould the treasury loan money at 0% interest?
>>540962626Okay, you're a peak retard. Go read a book or even watch a basic youtube video. Holy shit you serbs are dumb.
>>540962563>they can't afford to properly service the debt.Was this known in advance? Or were they just pretending that they will pay it back, but everybody knew they wouldn't?
>>540939311if government raises interest rates, that rapes all the banks that bought the previous bonds, thinking they were safe investments
>>540954513>I expect the euro the implode before the yen gives in.HAHAHA
>>540962670>Okay, you're a peak retard.>>540962626>Are there sufficient safety mechanisms in place by the banks to prevent ALL insider trading and other such machinations? If not, isn't that proof that banks are not doing their job as they should, meaning they can not be trusted, and their right to handle people's money should be revoked?This is retarded?
Bond? James Bond?
>>540962670Can you explain what is spot price? Can i buy anything at spot price, or is it just some number that has no connection to reality?Knowing nothing about economy, you do realize how stupid it all looks?The banks are just allowed to print money, at no cost to them, and charge interest on it? Why doesn't everyone open a bank then? It's free money, you can't fail. You just print money and collect interest, and eventually nobody can service their debt anymore because the interest is just compounding, so you gradually buy everything with their own money. Why is this not banned?
>>540962695This is correct. The Bank of Japan has been holding interest rates at or below 1% since the late 1990s, more than double the length the Fed did the same after the 2008 subprime mortgage collapse. Japan's economy has been propped up almost exclusively by three decades of free money, and when interest rates inevitably rise, the Japanese economy is going to be paralyzed by the mother of all credit crunches. The Bank of Japan knows this, which is why they're frantically exhausting every possible option (including this recent Fed bailout) before raising rates again.
>>540962357No.Nippon worker is stronk, nippon worker sold lots of stuff got lots of [USD]Nippon Banzai government thinks nippon worker money it's their money. Nippon Banzai government makes laws that every bank and pension fund must buy their bonds and only them (0% btw). Nippon Banzai gov comes to Nippon Banzai CB and says print me infinity [YEN] and give them to me for free. Pretty prease. Nippon Banzai CB gives Nippon Banzai gov infinity [YEN]. Nippon Banzai gov takes infinity [YEN] and gives it to Nippon Banzai absolutely not corrupt politicians and affiliated companies also for free.These pristine clean gentlemen exchange infinity [YEN] into Nippon stronk worker eatned [USD] and sends them to their private bank accounts in foreign places.Nippon stronk workers like to work and don't like to think. Nippon Banzai government also forbid people not to give them money.That number doesn't represent anything other than how much [USD] trade proficit that Nippon workers earned throughout the years was stolen from them.Now nippon workers are not stronk, they are old, but they don't even have paper [YEN], they have Nippon Banzai bonds. Money they was never planning to return.These money don't circulate in economy, they just lie in gov IOUs.
>>540939152How will this impact the japanese pussy market? Will it cause a spike in supply?
>>540963465>they just lieSo it's all bullshit? Rules for thee but not for me.So what is the solution? How do we ensure NO corruption happens in regards to money?If we fail to do that the banks WILL win eventually, and we will lose. So what is the solution?
>>540939311GameStop did this
>>540963845They don't actually lie or cover up much. It's just, people don't care. Magic works, then it stops. But since all political class is beneficiaries it never actually becomes a public concern. When it works, nobody cares, when it stops, it's already too late. All in all Japan failed not because the money was stolen in such a ridiculous manner. It's because it was stolen in such a ridiculous manner PLUS their workers and companies stopped being competitive, so when the trade surplus vanished, normal correction was bound to happen to their national currency. But since they've stolen too much money they can't raise interest rates and stop it. That's basically it.
>>540963851>he knowsDELETE THIS!
>>540964227So the banks won and they lost. That sucks. How do we guarantee to prevent something like this from happening in the future? We must fix this system before everyone but them loses.Or did we also already lose? I guess we have... that sucks.
>>540964514Banks are casino. By design the whole thing exists for them to strip retards from their money.Printing money out of thing air and exchanging the into real things is not valid exchange.Strictly speaking the printer is interested for everybody to default because they will confiscate all the property, despite never creating anything but numbers. Each crisis is banks taking pleb shit. You will own nothing and you will be happy.
>>540939152This will kill the american economy, possibly the world economy, because everyone was using free money loans in JPY to finance leveraged buys.That is why the US has been trying to carry the JPY with purchases while dumping EUR. Incidentally done by the same guy who called that strategy retarded and pointless in other contexts.
>>540964514>How do we guarantee to prevent something like this from happening in the future?If somebody has access to a money printer, how do you stop them from using it? You can't. Not even Hitler was able to resist the temptation to print money, and look how that worked out for him.
bros tell me the truth, if there is a global depression does that make it easier for me to lose my virginity?
>>540965050Nah, the market for spic ladyboys will completely collapse. There's going to be too much competition for you.
>>540959844cheap slanted pussy is good for the soul
How do I, a nearly broke NEET, profit off of this.
>>540939152>Hurrr lurrrr this time XYZ countries economy will surely collapseIts so fake and gay lol, literally nothing will collapse because its all fake and gay with fake numbers
>>540964884the economy don't exists post-1945, it is all a illusion or meme to maintain a status quo, it is mere appearence and you shabbo goylems fell for it again
>>540960999Jews would be extremally sad.
>>540939430Im entitled to a Japanese concubine
>>540939325japan should have been raising rates to match the US decades ago. its now time we feel the blowback from that borrowed time
>>540961617Greece doesn't issue its own currency. Japan does. Japan can't default.
>>540941992Tightening up their women's legs for streams of brown foreigners
>>540966457>>540966667>a sentient brazilianAmazing
>>540966759>a country can't default off its own currency/debtcope. if you destroy the currency then dollarization or yuanification are the only answers
>>540964952>and look at how that worked out for him.Very well? That's pretty much why Germany was attacked.Printing money -- which is not a good term because it implies the currency is convertible into some asset or commodity of which there is a fixed or largely fixed national store -- to put idle resources to work to produce useful goods and employ people is just good economic policy.
>>540966824How would the currency be "destroyed"? If things you want to buy are still priced in yen, or you want to save in yen, then you still need yen. If nobody wants to save in yen, then the value of the yen will drop and Japanese exports will become more competitive. If there is nothing to export that anyone wants to buy, then that is the problem not anything to do with the currency.You guys way overthink this because you're dumb rightoids who have been taught wrong as a joke.
>>540966913if the jpy is trading at 1000000 to 1 dollar the currency is destroyed. we have seen this repeatedly with other countries like venezuela and argentina now. we know how this plays out. don't be stupid anon
>>540966913Everything will cost more
>>540966977The Japanese economy isn't anything like Venezuela or Argentina, though, is it? For one, it's economy is much more developed and diversified than both and exists much higher up the value chain than commodity exports. It is raw material constrained in ways the others are theoretically not.But on it's obviously much more competent than Venezuela and also not under crippling sanctions. And unlike Argentina, it is not taking on significant loans in foreign currencies.
>>540962021You’re describing the fundamental paradox of debt money systems, that is their governing equation is Money = money + interest, where all money is debt loaned into existence. This system compounds onto itself according to an exponential function. The inflation (new debt creation) doesn’t just grow, it’s grows at an accelerating pace until its growth demands go parabolic, reaching an asymptote. The effect on prices denominated in this currency similarly reach infinity and the cost of all things on even short time durations becomes an unknown.
>>540967095There is no law of accounting or natural law that compels the paying of interest on government debt in a fiat money system.
>>540967079>But on it's obviously much more competent than Venezuelais it though? the same party has ruled for 50 years nearly uninterrupted and Japan has been in a perpetual economic depression>also not under crippling sanctionsthe hormussy closing is a crippling sanction on Iran and by extension Japan who gets virtually all its oil from there>it is not taking on significant loans in foreign currencies.The Japanese Yen Trade is literally that. people take billions of yen loans under a low interest rate, trade it for USD and then invest it in non-JP higher yield investments lmao
>>540966913> If nobody wants to save in yen, then the value of the yen will drop and Japanese exports will become more competitiveRetard. Japan produces nearly zero energy of its own, it imports 100% of its hydrocarbon fuels. A weakening yen constricts its energy import and by extension constricts all economic production. Which in turn will further weaken the yen.You don’t understand that this isint just balance sheet economics and accounting at play, all that is Grimm enough as it is for them. Japan is where the international bankers have trialed and fine tuned every single bit of Keynesian macro economic management for the last 60 years. Japan is the ideological root locus of the modern global monetary system. When japan goes, and it will, the entire post-classical management system will psychologically and literally fall apart.
>>540939152Japanese government: "Let's bring a million indians into Japan. That will surely save our country."
>>540967216There is when it is a debt-based fiat money system, and the issuance of the currency has been outsourced to private banking interests. Why even bother with such a nothing statement.
>>540967354>people take billions of yen loansIs the Japanese government doing this or is this private investors? Why is so much rightoid discourse just them pretending not to understand things?
>>540967491Two more weeks
>>540967491>>540967579I'm not going to debate a propagandist. There is absolutely nothing that compels government debt to bear interest in a fiat money system outside of self-imposed restraints.Say something accurate: we live under a system where military, administrative, technological, and political force is applied to adhere to and enforce that self-imposed restraint. But don't sit here and bullshit me and say that there is a mathematical, accounting, mechanical, physical thing that requires it.
And just for the record, when Congress passes a spending bill -- the Fed is never going to say "oh you can't spend that I won't create the money". Like, are you unironically retarded?
Just tell me how to make money off this?
>>540967622It's private investors through the Japanese Central Bank aka the Japanese Government aka the United States government is involved. it's not a one or the other thing anon
>>540967704Fiat and debt-based are not interchangeable terms. I’d debate you but we aren’t speaking the same language, you’re just making noise for no apparent reason.
>>540960999The inflation is moreso due to them being an island nation and having to import everything. Japan's actual inflation has been very low and this is due to the fact they have a fuck ton of assets. They basically did the carry trade themselves. They are trying to strengthen the yen to address that. One issue is they have a lot of debt so increasing interest can hurt them, but the bigger issue is it blows up US traders and of course Japan doesn't want to do that. Its one of those issues where Japan can solve it (albeit with a bit of pain) but it fucks up pretty hard so we don't want them to do it.
>>540960117
>>540968395Yeah, you're not very smart. That's pretty clear.If there is an economy with just you and me in it and the central bank of you and me creates $100 and spends it into the economy, how much debt has been created? $100. Does it NEED to sell a bond that bears interest to create that $100? No. It never needs to do this. So if it didn't do that, it would have a $100 debt that doesn't generate interest. The only thing a country will accept as payments for the bonds that it issues is its own currency, it's own IOU. Necessarily that currency (or bank reserves) has to exist prior to and independent of bond issuance. This is not at all hard to figure out if you think for 2 seconds.
>>540951784Mentally ill black and white analysis. Nips are cooked as wives, "cheap" or not.The society is extremely degenerate relationally
>>540939311Buy gold.
>>540969430Jap women are notorious for cheating. Horrible investment.
>>540939311We won’t be able to afford sushi and ramen anymore
>>540969646Cheating is so normalized that Japan has several social media apps specifically for married people to meet up and cheat.
>>540941381He knows what he's talking about. He left out that the US treasuries Japan holds would be the collateral for the freshly printed USD loans. It's part of the Fed's FIMA repo facility. It's all BS of course, but so is the entire financial system post 1971. Hence this qrd >>540969595
>https://youtu.be/exmUlevMhNQ>lol
>>540969646They love the BWC though. They're much less likely to cheat when they're getting 7-8 inches of prime Aryan meat.
>>540969890To each their own. Enjoy the STDs.
>>540939152Well, it means that the Yen carry trade is done. Which is really bad news for the us treasury market and the reason why the us treasury intervened by trading Euro for Yen.
>>540970388>In a country of 130 millionI bet you there are more STD reports in a nigger ghetto in some zog metro than the entirety of japan, along with murders, rapes etc etc etc. kys memeflag
>>540971018Once a population hits such levels its just done. Not everyone gets tested and cheating, whoremongering and prostitution is only getting worse. Its not going to ever improve.
>>540970388Checked. But nothing some penicillin can't cure. And if you're worried about STD rates don't even look into the black community, and by extension white women who take miles of niggerdick and spread it all to the rest of us. If I'm trying to avoid STDs I'm probably going asian as literally my first choice. I really don't get your point on this one, now that I think about it.
>>540939152Japan will sell their US debt and default their debt
>>540969646>>540969764>>540970388>>540971200Show flag, Chang.
Why can't everyone just simultaneously do what they ought to do in order to stop bad thing from happening?
>>540972209woah cool it with the antisemitism!
>>540972165Your country is so degenerate that you went and made pedophilia so extreme that its not enough for your people to fuck kids, you guys now shifted to fucking pregnant women so you can nut on an unborn child.You people are horrific barbarians. Low class trash.
>>540940074Just exit all your stocks and hold USD, then buy stocks after the crash.Either the yen carry collapses.or the reduction in oil causes the oil reserve caverns to physically collapse, or oil just collapses the bubble. Pretty much everything looks like a 10+% drop of the stock market. Lots of overleverage will fuck most sectors. Especially AI stocks.Usually just Hodl Vanguard would win but a flat out exit and rebuy after all this bs culminates is the safest option and has genuine profit potential. At most you lose like 5% of gains while out of the market for a few months.
>>540967704That little 0% interest trick is what got Japan into the mess it’s in now. Line go up, people (think) they deserve raise. That’s why. Inflation is like the forward motion of a bicycle - try staying upright on it while standing still.
>>540953489how much gold do you have
>>540970388how do you know the girls are japanese?
>>540962695more importantly, it will make the stock market go down as investors who borrowed cheap yen dash to return it before the interest builds
>>540944910A cynic might say that this is exactly the plan.>Japan's economy challenged USA's in 80s>USA pressured Japan to stop weakening it's currency which was artificially boosting their exports>USA slowed it's imports from Japan, increased them from China>China's economy now challenging USA's>USA pressuring China to stop weakening it's currency which has artificially boosted their exports>USA is slowing it's imports from China and increasing them from regional allies JapanUSA runs a massive trade deficit, Japan and China run massive trade surpluses. When China is talking about invading Taiwan and massively expanding it's navy, it's natural they rebalance towards Japan, whose economy is now just 14% of USAs.
>>540964781>Strictly speaking the printer is interested for everybody to default because they will confiscate all the property, despite never creating anything but numbers. Each crisis is banks taking pleb shit.So they won? That sucks. Why even try if you've already lost? They end up owning everything and can then make us suffer as they please. Because that's what it all boils down to in the end. He who has the money decides the duration and intensity of suffering of those who don't.
>>540967095>You’re describing the fundamental paradox of debt money systems, that is their governing equation isIt's not and equation if both sides are not equal, is it? Are there rules in math and in economy or are there no rules? Are we adults or not? Serious question.
>>540968471>The inflation>Japan's actual inflationAre there any other inflations? Is there a list of inflations and what they mean? Is there a rank of inflations on which one is the best? I thought banks were serious business. This looks exactly like word trickery, only it's with numbers. You can just make stuff up. Just like they're making stuff up by printing 'gold certificates' and 'silver certificates' despite only having a fraction of the actual silver. How are they allowed to just lie like that? If it's fair to just make stuff up like that, then nothing matters anymore...Why even try if someone can just make-themselves-more-money-out-of-trouble and make-themselves-more-money-others-into-trouble endlessly? Because the end equation is this, as i explained here >>540975727>Because that's what it all boils down to in the end. He who has the money decides the duration and intensity of suffering of those who don't.They win by default. Literally and figuratively.
>>540939311You're about to live to see the rise of China as the defacto superpower. The US and Israel got too greedy
>>540939311Scott Bessent a fellow tribesman is crashing currency with no survivors
>>540944910It most certainly isn't given Japan's growth prospects and demographic trend, which is why these current yields are basically free moneyI guarantee they'll be back near zero in 2027
>>540976177China depends on exports for economic growth. America imports the most shit because they print the most money. All America has to do is shift imports away from China (to India, Japan, regional allies). A trade relationship is not equal. For each good produced there must be a buyer for that item. You can't just grow your economy by producing more stuff, you need to match it with demand. China cannot find the level of demand that America has anywhere else in the world. America literally prints demand in a way that other countries cannot (USD is both the global reserve and trade currency). China's economy will therefore never surpass America's, a) because it's economy is largely a function of America's economy and b) because America will stop increasing imports from them, just as they did to Japan in the 80s.
>>540940038You are so retarded
>>540976536>because America will stop increasing imports from them, just as they did to Japan in the 80s.In 1985, the United States actually signed the Plaza Accord with Japan.It forced the yen to appreciate by 20% in order to reduce Japan’s trade surplus.This led to Japan’s economic bubble, followed by a full 30 years of deflation and economic stagnation after the bubble burst.The United States cannot do this to China.Unless it wants to commit economic suicide and create a massive black market.
>>540939311Jap bond yields are inversely correlated to US stock market.>Jap bond yields go up, US Market goes downyou can see this repeated in the charts over the last 25 years very clearly.the reason is americans borrow money from japan to buy US stocks, so when the Jap money becomes expensive to borrow, the US stocks need to be sold to pay back the money and no new money can be borrowed because it is expensive.
>>540972349Prego women are hot because it's proven that their equipment works. With a randomly selected woman there's about a 3% chance she's infertile, with a pregnant woman it's 0.
>>540962021i would think the propagation delay causes the interest to be paid backand i would imagine, this is the core difference with islamic banking, which doesnt use interest or something
>>540939311MASS REFUGEES WILL FIX THIS 1000% IN JUST 2 YEARS.JAPAN NEEDS JEWISH NGOS IMMEDIATELY TO START ORGANIZING ON FACEBOOK AND FUNDING FREEDOM SHIPS
>>540939152Scott Bessent had “buy $10 billion usd worth of Japanese yen” on a to-do list that a reporter managed to take a picture of over his shoulder
>>540962694They were hoping the fundamentals of the problem would change before the debt stack got called in. Countries can kick the can down the road for CENTURIES with a trusted bond market and rely on technology or foreign events to solve your problem if you dont manage the situation badly. Unfortunately for them, the fundamental problem is the low birth rate leading to an anemic labor market, poor domestic capital for investment and deficit welfare spending on the elderly. Forcing them to interact with the outside world instead of having a stable home market. That the Jap population keeps voting to nuke themselves with worse and worse policies only compounds the problem.
>>540980084Openly manipulate the currency trading market.
>>540980498Why so many wu maos in this thread
>>540980084>>540980498this is signalling what YOU are supposed to do(as if he needs a reminder for that)
>>540980012Their plan is to use AI and automation to greatly increase productivity so nominal GDP growth consistently outpaces the rising nominal interest rate on their debt. They're also forcing large corporations to deploy idle corporate cash.
>>540939152I've been hearing fearmongering about this and other shit for literally 5 years now, and the line just keeps going up. You need to accept that the market is fake and gay and that no matter what happens, (((they))) will never let the line go down again.
>>540980498>over his shoulder>nameplate facing himselfHow stupid are you, chankoro?
>>540955947https://www.youtube.com/watch?v=xguam0TKMw8https://www.youtube.com/watch?v=xs2nBl43hhsdon't bother asking AI though because they're instructed to run smokescreen "no saar fima is not money printing saar because [insert financial jewish obfuscation]" but if you ask any expert on financial markets they'll all tell you that fima is just a fancy money printer machine
>>540941381nah he's right, that's exactly what bessent is doing now>>540944883another problem what that is that the other people will also retaliate, europe started selling dollars as a response to defend their own currency as well, so it didn't make a difference at the end, aside from maybe some momentary optics, if you weaken the euro by selling the euro then the eu has to respond and defend the eu by selling dollars, this is not a particularly good solution
>>540982604I'm not bragging.But if the EU and the U.S. were to retaliate against each other by trading each other's currencies, the ultimate winner would be the Chinese yuan.
>>540982836well everyone considers trump's weird antagonism towards the eu his most incomprehensible and deranged behavior, most people would agree that if trump wanted to take on russia, iran and china then he should be doing everything he can to solidify an alliance with the eu, but instead he just keeps picking fights with them which ultimately benefit the "eastern block" so to speak of russia, iran, china (+ north korea)
>>540943667Which half, mein fuhrer???
>>540956304I hope you didnb4 you make it there. Here a curse just for you anon
>>540982982Kim n Trump r bff's
>>540983519I guess an explanation is that trump just considers the eu to be a bunch of weak cucked faggots sniffing their own farts all day and he prefers dealing with strongmen, but geopolitically it's still retarded behavior on his part that he's constantly antagonising the eu
>>540939311Jewish subversion bearing fruit
>>540954513>Euro to implodenigga wat?
>>540954513the eu holds a lot of dollars that they can sell, this is just a bunch of buckets connected with pipes, if the usa sells euro to defend the yen then the eu will sell their dollars to defend the euro and then usa treasuries will just hit the market again, it's an endless whack a mole if the underlying problems aren't fixed, and nobody has the balls to fix the underlying problems, japan's pm just promised more stimulus, trump is draining the spr and doubling military spending, the eu says that it wants to militarise, all are extremely costly and will just make the situation even worse, nobody wants to impose austerity when the population is already irritated, nobody wants to cede territories to rising powers, everyone wants to defend their territories and eat steak all day so they play hot potatoes with american treasuries
>>540939152Who the fuck wants a below 3% roi for a 10 year investment?
>>540962713Look at your country. You have nothing left to back the value of a currency.You may have natural resources in the ground, but the political establishment refuses to mine them.You were way ahead of the pack in the hard sciences and as a consequence also in the industries, but then you completely fucked up the education of your youth, burned down the hard sciences through a hostile takeover by the "humanities", while also attempting to replace the youth you failed to birth and raise in the first place using people from elsewhere, ultimately only attracting foreigners no one else is willing to take in. Meanwhile childless GenX and GenY retards attempt to "save the planet" (using the planet as a replacement for the children they never had) by crashing the industry with no survivors.Germany has NOTHING left. It's over. And without Germany, the Euro is fucked.As long as Japan keeps its borders shut to mass migration (especially from the Islamic world, but also anywhere else), it will probably be fine.Yes, it's going to shrink, but that's fine. Shrink in grace, while preserving what gives your country/nation/currency value in the first place, instead of ruining everything for false promises, that have failed over and over and over again.
>>540983661Trump believes that only the strong deserve respect, while the weak are his slaves.The word “ally” means nothing to him.
>>540939152Mutts nuked japan twice during ww2, now japs are gonna nuke the US economy. Just according to keikaku
>>540961143>What is the ideal inflation and interest, according to the economists?It depends on what the ownership class wants. Right now they want 2% inflation (on paper) and 0% interest rates. Real inflation is 10% and real interest rate is negative meaning that you make money by borrowing, buying physical something and holding. Economy isnt a science, its a bullshit desinformation thing meant to legalize anything the finance jews want.
yeah yeah yeah 2 more weeks blah blah blah
>>540962021Bonds work by paying the interest at regular intervals in the form if coupon payments and once you paid those the bond has matured and you pay back the sum you borrowed. Those interest payments would be paid through as you collect taxes from economic activity in the dinar economy you've set up. The issue is that if all the dinars is just from that one bond you'd have to collect all the dinars at once somehow. So what would actually happen is you'd create another bond to pay off that old bond and then just keep doing this. Ideally you'd issue multiple bonds with a range of maturity dates so you'd pay off some with taxes and some with new debt depending on circumstances.
>>540985650Japanese pension funds who are legally obligated to buy the safest assets avaliable.
>>540939152Why not buy Romania bonds for more money?
>>540939152Qin Shi Huang was silkroad baby
>>540976797#rekt
>>540983661>geopolitically it's still retarded behavior on his part that he's constantly antagonising the eutrump despises the EU because they're a heavily regulated environment that makes him look bad with their competence, while getting his supporters to hate them because the most retarded of their intelligentsia are hell-bent on importing brown people>>540975661>it's natural they rebalance towards Japan, whose economy is now just 14% of USAs.the problem with this is that to run a massive trade surplus, you need both a comparative advantage and an extremely poor worker base otherwise it's not economically incentivizedI don't particularly want to see the japanese extremely poor, filled with indians, and poisoning their island with plastic manufacturing runoff
>>540939152>>540939325unironically this is a consequence of the US lying about our currency's inflationif you look at the 1980's CPI or shadowstats or use another common durable good index, inflation in the USD has been >10% YoY, and unstablethe only reason this hasn't manifested in a total loss of control in the bond market and implosion in equities is because enough people still believe the lie that inflation is only 3.4%the JPY shit is far enough downstream that it's very easy to lie and attribute it to "stagnation and policy decisions" in the japanese government rather than the JPY essentially being used as a cumrag for money laundering and currency scamsthat there exists a currency debt arbitrage between two first-world modern economies should independently signal that something's very fucky and will eventually blow up in someone's face
>>540955532I mean currently you already have to actually fix the straight like right fucking now if you don't want the oil crisis of the century, don't even need to fuck up anything else, we're weeks away from a collapse
>>540955532>>540994662the>do nothing>winthing is realunironically china is actually saving our ass for some reason because if they hadn't killed their own imports of oil, we would have run the SPR down weeks ago. I still haven't quite figured out why they did that.
>>540940805Because majority of this country voted for a pedophile convicted rapist
So it will get better or worse for sex tourism?
>>540994855The thing with China is that China only has China's best interest at heart. They're slowly(perhaps not that slowly) winning the game right now, the problem is that if the USA folds and with it the rest of the world considering how all economies are linked, what happens after is not very fun things, and a potential redraw of cards/system changes. If I'm China, considering that I can touch the first position with my fingertips, I really don't want the current system to crumble and potentialy risk to be the loser of whatever comes after. So maybe they did so as to give you just a bit more time to actually fix things before everything genuinly goes up in flames
>>540994855China isn't particularly interested in actual conflicts. When the US demanded the Panama canal back, they just panic sold it to Blackrock. Their primary concern above almost everything else is taking back Taiwan and they'd ideally like to happen with zero shots fired. Right now the Hormuz situation has effectively put the island on a fuel blockade while the mainland has fuel reserves. That'll be used as leverage during negotiation for various joint and friendly arrangements regarding defense and trade. No need to actually blockade the island themselves and look like the aggressor, instead they get to swoop in and look benevolent.
>>540995115I'm more skeptical. I think that most of what china's been doing over the past 20 years has been to decouple itself from any dependence on the US and treat us like a voluntary trade partner and consumerso if the USD system implodes, China would be more than happy to take over handling logistics in our stead and just say "be our trade partner, iran doesn't hate us, nobody hates us, we're not going to fuck with you"I think what >>540995187 said is correct in that china has zero interest in going to war and their military is exclusively there to prevent us from striking out at them predictably when the american situation becomes untenablefor instance, if our economy implodes and the USD blows up, and china says "well if you're our trade partner, we'll tell iran to let you send things through the bab el-mandeb and hormuz," the US' reaction will predictably be "NUH UH, WE ALSO CLOSED THE STRAITS" and at some point someone will have to be the one to restore freedom of navigationtaiwan will probably naturally fall back into china's event horizon more or less naturally as we've made it pretty clear that we'll completely hang them out to dry sooner or later anyway
>>540995115Maybe it's that. Or maybe it's like 2020 when all governments act in lockstep to create an artificial emergency. Middle East straits gets closed, Russia's refineries are bombed by Ukraine, all SPRs being exhausted. Like they want to induce global famine to cull the herd.
This is what they deserve for closing my amiami account after missing payment on a fucking $25 rubber game mat while I was on vacation for 2 weeks. I only spent +5 figures on other shit there but that game mat was too much for them. Don't care if everything else collapses, I just want japan to permanently disappear.
>>540986854>The word “ally” means nothing to him.Well, I certainly wouldn't consider people allies that directly finance and participate in the opposing candidate's campaign, because they clearly hate you with the force of a thousand turds.Europe's governing parties did that massively. What the fuck did they expect to happen?Trump is attempting to help Japan, because it's been an actual ally, i.e. without quotation marks.Meanwhile European media (partially directly controlled by Europe's ruling parties, I'm not making this up - it's probably worse than in the US) tried to smear his relationship with first Abe and then Takaichi.
>>540939430No, they don't. They own the majority of foreign-held debt, but they do not in any way own the majority of US debt.
>>540939152japanese were stronger in the past, they became weak cucks after they migrated to virtual world of paper pushing and financial manipulations30 years ago they could produce something valuable and devaluation would boost exporthttps://youtu.be/_246-G6DnuY?si=eAfc_WTrM1AUVzVe&t=348
>>540939311Don't worry, welfare queen. Daddy America will print more dollars for you if necessary Btw KYS kike
>>540986854The EU has spent years and millions of euros shitting on him, wonder why
>>540942791If the us fed cuts the rates, people are gonna hoard more physical silver, which is the reason they raised the rates in the first place.
>>540995452>Ohhh reeee so preeace frul, re wrouldnt hurt a fry!t.Bug man circling Taiwan
>>540962021>So my question is where is the +2% supposed to come from, when there's only a million Dinars out there in existence?From more debt taken at a later time.There's a reason it is said they create paper currency out of thin air.Anyone can do it at any time, they just have to pay it back later somehow, from the currency someone else created who borrowed at a later time.
>>540994855>why they did thatkeep retard trump in power ensuring collapse of US
