Independent thinking for complex markets and current events
BREAKING: Japan will begin releasing part of its oil reserves from May 1, according to the Ministry of Economy, Trade and Industry (METI). 🔴 More on https://t.co/hGzrK2N8WC pic.twitter.com/ZrE2pP5ixN — Al Jazeera Breaking News (@AJENews) April 24, 2026
The size of the Chinese strategic petroleum reserve is mind blowing: larger than US + Japan + the whole of Western Europe COMBINED byu/RobertBartus inEconomyCharts
JUST IN: 🇯🇵 Japan has officially lifted restrictions on weapons exports that had been in place since World War II. Under the new policy, Japan will be able to sell heavy weapons such as tanks, missiles, and warships to countries with which it has defense cooperation agreements. pic.twitter.com/5CxnjOKUXq — War Radar (@War_Radar2) April 21, 2026 …
A 7.7-magnitude earthquake has struck off the northern coast of Japan, prompting warnings that tsunami waves of up to 3m could hit. The warnings were later downgraded, with no damage reported. Key points 7.7 magnitude earthquake strikes off Japan View post Tsunami warning issued as residents told to evacuate View post Ships flee port after …
via notayesmanseconomics The present crisis in the Middle East has affected Japan in two main ways. The first is via its position as a large energy importer. You can look at Japan as importing energy ( and other commodity resources) to produce goods in exchange and in that model the terms of trade have moved …
BREAKING: The Bank of Japan’s total assets fell -$98 billion in Q1 2026, to $4.14 trillion, the lowest since Q2 2020. Since the Q1 2024 peak, the BoJ has reduced its balance sheet by -$590 billion, or -12.6%. Japanese government bond holdings fell -$84 billion in Q1, the largest quarterly decline since QT began. This …
Japan Engine Corporation (J-ENG) and Kawasaki Heavy Industries have started onshore testing of a large, low-speed, two-stroke hydrogen-fueled marine engine. The test campaign, the first of its kind, marks the world’s first operation of a hydrogen propulsion system designed for large ocean-going vessels. The prototype engine, designated 6UEC35LSGH, completed initial hydrogen co-firing trials at J-ENG’s …
BREAKING: 🇮🇷🇯🇵 Iran and Japan close to agreement on Hormuz transit Iran has begun negotiating individually with each country regarding the Strait of Hormuz and will likely charge a hefty fee. Abbas Araghchi, Iran's Foreign Minister, said in an interview to Kyodo News that Iran… pic.twitter.com/QH7UAlVNi3 — Megatron (@Megatron_ron) March 21, 2026 BREAKING NEWS: Japan …
🚨🇯🇵BREAKING POWERFUL Anti-immigration march FULL DISPLAY in Tokyo. They say Japan belongs to the Japanese. The media won't show you this. Share it. 🔁 pic.twitter.com/WxVWH1Uvg8 — Kumashun🇯🇵🐻💎 (@isfjcutebear) March 22, 2026 🚨🇯🇵BREAKING TOKYO is advocating for stopping all immigration immediately The GenZ are expected to become a ethnic minority in 10 years, based on Government …
In Japan, video of exhausted Takaichi sparks health fears ahead of US trip https://www.scmp.com/news/asia/east-asia/article/3346437/japan-video-exhausted-takaichi-sparks-health-fears-ahead-us-trip h/t A Deplorable Neanderthal
Green by morning? https://t.co/NqrxcHn0Iw — Acres and Ounces (@RetirementRight) March 8, 2026 The Nasdaq 100 and the S&P 500 should fully recover their pre-market losses by tomorrow’s close, or by the close of the following day. — The Macro Pulse (@TheMacroPulse) March 8, 2026 Watching Oil futures like all of us. He won’t be able …
If Asia’s biggest energy importers are already scrambling, the global fuel shock may only be getting started. BREAKING: China has just told their largest oil refiners to SUSPEND exports of diesel and gasoline. This is NOT good. — Brian Krassenstein (@krassenstein) March 5, 2026 BREAKING: An oil tanker has been hit by a "large explosion" …
Source: Investing(.)com pic.twitter.com/9CC2b0AUXd — Wimar.X (@DefiWimar) March 4, 2026
Stan Druckenmiller’s current positions: – LONG Korea + Japan (+ Brazil)– LONG Copper (AI + tight supply)– LONG Gold (geopolitics)– SHORT Bonds Portfolio is no longer "AI-driven". He’s bearish on the Dollar but bullish on the US economy with disinflationary growth. pic.twitter.com/P9GfIB97EP — Geiger Capital (@Geiger_Capital) February 27, 2026 Druckenmiller once said, “Skate to where …
Japan’s economy grew 0.1%, both on a quarter-on-quarter and a year-on-year basis. This brought the economy back to growth, but missed expectations. The expansion also helped Japan avoid a technical recession. Japan’s economy grew 0.1% in the fourth quarter of 2025 compared with the previous three months, narrowly avoiding a technical recession. While it was …
Last night's election in Japan killed the carry trade. But as we see, there is quite a bit of denial in stocks right now. Last week is long forgotten. pic.twitter.com/JamZjyU2At — Mac10 (@SuburbanDrone) February 9, 2026 The S&P is in trouble – Korean retail investors are now the largest foreign buyers of US equities– They …
🚨BREAKING: Japan just went full sweep: illegal immigrants are being tracked down, rolled up, and shipped out at record speed. They’re literally calling it “sushi rapping deportations.” (It sounds like a joke, it really isn’t). The Japanese people reject globalism. pic.twitter.com/nA9XDpkSXO — The British Patriot (@TheBritLad) February 9, 2026 Right wing victory in Japanese elections …
via notayesmanseconomics 2026 has started at quite a pace in economics and financial markets. A further push to events took place late of Friday evening UK time as something we had been expecting took place. NEW YORK/LONDON — The yen rose sharply against the dollar in volatile trading Friday, hitting the 155 yen range as …
Burry’s “Repatriation Pending” Is A Warning Label Burry’s post is basically stitching together one idea..Japan is no longer the quiet, suppressed corner of global rates, and that matters because Japan has been one of the world’s biggest exporters of capital for decades. When your home yields are pinned near zero, you have to go abroad. …
It looks like the Japanese government just pulled the trigger and is now actively intervening in the FX market selling Treasuries to fetch USD they then dump to buy and strengthen the JPY 👀🚨 https://t.co/3M4VLLU0gg pic.twitter.com/Sdx5R1z2Zo — JustDario 🏊♂️ (@DarioCpx) January 23, 2026 BOOM! Bank of Japan intervention ⚡ USDJPY goes Ooppsie.. How much money …
Japan is losing control of its bond market and is threatening to dump $1.2 trillion in U.S. Treasuries that risks unwinding the Yen carry trade which could erase the last two years of stock gains overnight. At least three banks this morning calling for immediate YCC in Japan. Back to square zero — zerohedge (@zerohedge) …
The old bond market adage is that yields will keep rising until something breaks. In 2022/23, rising U.S. yields "broke" several banks by March 2023 (Silicon Valley Bank). Japanese yields are now at a 27-year high and going vertical. When does something "break" in Japan? pic.twitter.com/qMANhs6pIm — Jim Bianco (@biancoresearch) January 19, 2026 *JAPAN 40-YEAR …
Japan was always the endgame https://t.co/Aa2Z1PAwu2 pic.twitter.com/MVzGkZfB1G — zerohedge (@zerohedge) January 14, 2026 THE GLOBAL COLLAPSE IS STARTING IN JAPAN JPY-USD: ALL TIME LOW JPY-EUR: ALL TIME LOW JPY-GOLD: ALL TIME LOW This is a WARNING. You don’t see this in a normal market. Japan is the key domino. When JPY slides like this, it …
via notayesmanseconomics 2026 has started in economic terms at quite a pace. Today’s adventure can be looked at via something I have followed for several decades now. It involves which is sometimes called the Great British Peso and here is what I posted on social media yesterday morning, A new multi-year high for the UK …
Every warning light is flashing red and Wall Street is still pretending this is just a vibes problem. “The last lender” before the Fed – is it starting to approach critical levels?🛑 JPMorgan’s LCR in Q4 2025 stood at 115%… the lowest level since 2019. And this is after the bank reduced its repo book …
Cash hasn’t shrunk this fast in nearly two decades, yields are spiking, and the BoJ is finally leaving stimulus behind. They fear the collapsing yen more than the historic rates due to inflation. Problem is, even raising rates to multi-decades highs isn’t helping the yen much, which means much more hikes on the way. And …
Funny how democracy always lives on top of oil. The reason why Venezuela is under attack U.S. Southern Command chief General Laura Richardson just said the truth out loud: the U.S. focus in Latin America isn’t “democracy” — it’s controlling oil, lithium, gold, and rare earth minerals. Venezuela, with the largest oil reserves and key …
🔥SILVER PRICE IN TOKYO HITS $130/OZ!!!🔥 TOKYO PRICE, WALL STREET LIE "Silver at $130 in Japan, $106 in Kuwait, $97 in Korea, and “$71” on Western screens is not a market; it is a confession. The numbers read like a crime scene diagram: in the real world where bars change… pic.twitter.com/A9xuhtNd0K — SilverTrade (@silvertrade) January …
