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by davefairtex Here’s the data I got from the BOJ itself. It doesn’t update until end of month, so that JGB10Y should be 2.09, not 1.81. That’s bad, but not worst ever. Why this matters: the JGB 30 (blue line) started being issued in 1999 (1999-09-02 2.84%). The 10 and …
$14 TRILLION NGO EMPIRE: TAX EXEMPT, VOTER PROOF An essay citing Federal Reserve Financial Accounts says U.S. NGOs held $14.12 trillion in assets as of Q2 2025, which is bigger than the combined 2025 GDP of Japan, Germany, and India by roughly 5%. If your brain just tried to file …
Bond markets do not scream unless something is wrong. Japan cracking at a 26 year high while France and Germany follow is not a coincidence. This is the cost of pretending debt did not matter for a decade. Once the bond vigilantes wake up, they do not go back to …
If the BOJ missteps even a little, yields move fast and nothing stays local anymore. This is one of those quiet moments that only feels boring until it isn’t. Japan's🇯🇵 bond market is displaying consolidating flag patterns across the board , poised to react sharply if the BOJ makes any …
Thousands of people queued Tuesday at Tokyo’s Ueno Zoological Gardens, a day after officials announced that its popular twin pandas will return to their homeland in China next month. Their departure will leave Japan without a panda for the first time in about half a century. (AP video by Ayaka …
The world is about to pump massive liquidity into the system: – The US pauses QT, runs record deficits, and is considering $2,000 stimulus checks – China is running the largest deficit in its history – Japan is preparing a $110 billion stimulus package – The EU is planning to …
THIS IS VERY VERY VERY BAD!!! Japan may have just snapped a 30-year global financial balance and the clock is ticking. Today, Japan’s 20-year bond yield hit 2.94%, the highest level ever recorded. That single number marks the end of the ultra-low-rate era that shaped global markets, pensions, and asset …
The epicentre of the quake was 80km off the coast of Aomori prefecture, at a depth of 50km, the agency added. Nuclear power plants in the region were conducting safety checks, public broadcaster NHK reported. https://www.channelnewsasia.com/east-asia/japan-earthquake-tsunami-misawa-sapporo-hokkaido-5568331 Live coverage shows tsunami waves could reach 3 meters (10 feet), threatening coastal towns …
THE WORLD’S LARGEST FINANCIAL SECRET JUST DIED For thirty years, Japan exported the cheapest money in human history. Near-zero rates. Infinite liquidity. Trillions borrowed in yen, deployed into every asset class on Earth. This week, that era ended. Japanese 10-year yields hit 1.86%. Highest since 2008. The Bank of Japan …
BREAKING: THE THIRTY YEAR EXPERIMENT IS OVER Japan’s 10-year yield just hit 1.85 percent. Highest since the collapse of Lehman Brothers. But here is what no one is telling you: The 30-year yield touched 3.40 percent. The 40-year approaches 3.71 percent. These are levels never charted in modern Japanese monetary …
JAPAN’S 2-YEAR YIELD HITS 1% FOR THE FIRST TIME SINCE 2008, AND THE YEN CARRY TRADE JUST CRUMBLED OVERNIGHT. Stocks and Bitcoin mass liquidations return. pic.twitter.com/Uf3vxIsoRy — Jesse Cohen (@JesseCohenInv) December 1, 2025 Japan’s bond market sent a clear signal this week. The country’s two-year government bond yield touched 1%. …
⚠️China is DUMPING US Treasuries: China has sold $32 BILLION of US government bonds in 3 months, bringing its total to $700.5 billion, the lowest in 17 YEARS. China’s holdings have declined +$600 billion since 2013. China is diversifying from USD 👇https://t.co/PbgYVyVclh — Global Markets Investor (@GlobalMktObserv) November 29, 2025 …
Chinese leader Xi Jinping was angry, and President Trump was listening. Days after Japanese Prime Minister Sanae Takaichi outraged China by suggesting a Chinese attack on Taiwan could mobilize a Tokyo military response, Xi spent half of an hourlong phone call with Trump, people briefed on the matter said, hammering …
Reuters – BOJ nearing decision to raise rates TOKYO (Reuters) -The Bank of Japan is “nearing” a decision to raise interest rates and will not wait until after next year’s spring wage negotiations end, its board member Kazuyuki Masu was quoted in the Nikkei newspaper as saying. The remark follows …
China and Japan Are in a Showdown, With Trump in the Middle With Japan’s new leader refusing to back down from China’s show of force and claims on Taiwan, Xi Jinping picks up the phone to try to pry the U.S.-Japan alliance apart. If anyone needed evidence that a critical …
The explosion of the “greatest carry trade in financial history,” explaining how for 30 years, Japan’s zero-interest policy artificially suppressed borrowing costs worldwide, fueling everything from cheap mortgages to sky-high stock multiples. For risk assets, the sudden reversal of the decades-old yen carry trade is the actual nightmare. For years, …
Japan's government says it may "intervene" before the Japanese Yen to US Dollar ratio reaches 160. Over the last 2 months, the Yen has gone from 145 to 157 as a $110B+ stimulus package is coming byu/RobertBartus inEconomyCharts I agree, but does it really solve anything for Japan? With all …
https://www.youtube.com/watch?v=razKa7KEK_Q Worldrenowned realist scholar Professor John Mearsheimer explains why Japan’s demographic collapse, geopolitical entrapment between the US and China, exploding debt,
Japan Tells China They Will Attack Them If They Invade Taiwan, China FURIOUS Speaking in parliament last week, Takaichi said Chinese attempts to forcibly reunify with the self-governing island could amount to a “survival-threatening situation” under Japan’s security legislation and potentially trigger a military response from Tokyo. Her comment marked …
💥BREAKING: 🇯🇵 JAPAN’S 10-YEAR YIELD JUMPS TO HIGHEST LEVEL SINCE THE GLOBAL FINANCIAL CRISIS. pic.twitter.com/YDicvBvKV3 — Crypto Rover (@cryptorover) November 17, 2025 JAPAN JUST KILLED THE GLOBAL MONEY PRINTER AND NOBODY NOTICED The most dangerous number in finance right now is 1.71%. That’s Japan’s 10-year bond yield. Highest since 2008. …
via notayesmanseconomics It is time to look at Nihon or the land of the rising sun again. What we are seeing there is that again it looks to be pushing the boundaries of monetary and fiscal policy. Let us start with monetary policy and here is Reuters from just under …
Flu strikes every winter, but this year something seems to be different. A seasonal flu virus suddenly mutated in the summer. It appears to evade some of our immunity, has kick-started a flu season more than a month early, and is a type of flu that history suggests is more …
$11.5B of emergency liquidity support from the BOJ 🇯🇵while the financial system was asking for $30B 🙊 £3.8B (~$5B) of help from BOE 🇬🇧 Indexed Long Term Repo Open Market Operations $7.753B from the Federal Reserve 🇺🇸 $24B+ to keep the financial system afloat. pic.twitter.com/D2sJsxwRzS — WhatCanIMakeToday (@WhatCanIMT) October 28, …
The Nikkei’s up 5x. The yen’s down 50%. The GDP’s down 25%. That’s not a bull market, it’s an illusion. The Nikkei is up 5x since the GFC lows, now above 50,000, meanwhile: In 2009Japan GDP: ~5.3 trillion USDUSD/JPY: ~98 TodayJapan GDP: ~4 trillion USD (end 2024)USD/JPY: ~153 Do you …
Yes ,and the trend goes even deeper.As Japan and China reduce their U.S. Treasury exposure,their reserves are quietly re-anchoring elsewhere.The correlation between Treasuries and global reserves has broken,flows are now moving through Chinese bonds and ultimately into Gold,… pic.twitter.com/0wwRIOnF8P — Macro Liquidity by Sunil Reddy (@Macrobysunil) October 23, 2025 The …
Authored by Mike Shedlock via mishtalk, Yes, regarding India and Japan. Germany is close. GDP vs Corporation Market Caps, Bitcoin, and Gold 2025-10-09 Top 10 Global GDPs in Trillions of US Dollars US: 30.5 China: 19.23 Germany: 4.74 India: 4.19 Japan: 4.19 UK: 3.84 France: 3.21 Italy: 2.42 Canada: 2.23 …
via notayesmanseconomics Over the weekend an event we had been expecting in Japan arrived although as you can see many were rather wrong-footed. apan just shocked the world. Sanae Takaichi is now Prime Minister, Japan’s first-ever female leader and she’s coming in swinging with huge stimulus plans. Markets are ripping …
#recession … #GFC3 South Korea $USD #Liquidity Squeeze edition https://t.co/DeDvoB9pIT — Invariant Perspective (@InvariantPersp1) September 29, 2025 Japan 🗾 $USD #Liquidity 📉 👀https://t.co/eXFm0cD6Rn pic.twitter.com/H1dDKVdnRv — Invariant Perspective (@InvariantPersp1) September 30, 2025 Oops! 👇🏼 https://t.co/qW1QqOZzfH — Kalani o Māui (@MauiBoyMacro) September 30, 2025
“We have in Japan it’s $550 billion, South Korea’s $350 billion. That’s upfront,” Trump told reporters on Thursday Japan has said they will make investments based on U.S. projects, rather than paying upfront. Japan says the investments should be made ‘from time to time’ until the end of Trump’s term …
JUST IN 🚨: Japan 10-Year Bond Yield hits highest level since the Global Financial Crisis 🤯👀 pic.twitter.com/tYCu25ZL7R — Barchart (@Barchart) September 26, 2025 Bitcoin Major trend breach. This not good.This very bad. pic.twitter.com/zdp0u6thRk — The Great Martis (@great_martis) September 26, 2025