Independent thinking for complex markets and current events
Japan's Jul flash composite PMI shows return to expansion though manufacturing remains in contraction; they are so laden w/ unbelievable debt loads that any attempts to prop up their currency are crushing their economy – this is where the US is headed, so take heed… pic.twitter.com/fsmz1z7Dif — E.J. Antoni, Ph.D. (@RealEJAntoni) July 25, 2024 Lower …
https://twitter.com/TuurDemeester/status/1813191213136150805
Japan's Yen (black) is about to overtake Turkish Lira (blue) as the world's weakest currency in real terms. The weak Yen is a symptom of Japan's debt overhang, which makes it necessary to cap Japan's yields. This is what's pushed the Yen into a third-world devaluation spiral… pic.twitter.com/W92mfdd1Vv — Robin Brooks (@robin_j_brooks) July 4, 2024
Japan's yield curve is going parabolic. As soon as they start dumping U.S. treasuries to prevent their currency from collapsing, the U.S. yield curve goes parabolic as well. https://t.co/L8TZwJ1fgM pic.twitter.com/z2Dt2sqk7q — Financelot (@FinanceLancelot) July 2, 2024
5-year correlation of USD/JPY v. 10y UST yield suggests 10y yield could head back toward 5%. Problem is US can't afford Interest, Entitlements, & Cold War 2.0 at a 5% 10y w/o more USD liquidity. Translation: Weak JPY is as much the Fed's & Treasury's problem as it is the BOJ's. pic.twitter.com/1LKDLWP1WV — Luke Gromen …
In the 1990s, Japan’s massive real estate bubble popped and it still hasn’t recovered. It’s known as one of the largest real estate bubbles ever. Canada is the orange line. It’s literally twice as big. pic.twitter.com/2H15JVeN3K — red pill rick (@igetredpilled) June 12, 2024 Japan’s Real Estate Bubble (1986-1991): The Japanese asset price bubble occurred from 1986 …
Rising government bond yields in Japan usually correlates with lower USD/JPY exchange rate. It should also put a selling pressure on long-term US government bonds as Japanese bonds become more attractive and Japan own $1.2 trillion US bonds. Source: Apollo pic.twitter.com/gpdwPLMowL — Global Markets Investor (@GlobalMktObserv) June 2, 2024 Spiking Interest Payments on the Ballooning …
JAPAN 🇯🇵 Depression turns to Stagflation . Japans problems are about to worsen. pic.twitter.com/YcNMeO8YS8 — The Great Martis (@great_martis) June 2, 2024 Yen before BoJ blew $62 billion propping it: 157.74Yen one month later: 157.24 At this rate it'll only cost $7 trillion to fix the yen 🫡 https://t.co/oU1ZDLlUTz pic.twitter.com/OUOlOrIy1R — Peter St Onge, Ph.D. …
Japan's fiscal + monetary foundations are cracking. Everyone should be aware how a breakage will affect global capital flows and their family's wealth. $JPY pic.twitter.com/TCOWHUeGCt — IceCap (@IceCapGlobal) May 31, 2024 It looks like the #BOJ (Directly or through proxy bonks) is back at playing with currency swaps to tame the raise of the $JPY …
As I warned 3 months ago in the article below, “JAPAN END GAME” will be a deeply devalued $JPY and a worthless #NIKKEI (both in nominal and absolute value) As a matter of fact last #Japan #stocks last week recorded their largest outflow… EVER! 🤷🏻♂️🙈 https://t.co/ATIBAv402j pic.twitter.com/3l8uroQSQF — JustDario 🏊♂️ (@DarioCpx) May 27, 2024 Traders …
Chinese home prices are plummeting at an alarming rate, surpassing the decline seen during Japan’s infamous bubble burst. With a lack of transparency, the full extent of the crisis remains uncertain, but indicators suggest it could be ten times worse than the 2008 financial crisis. Residential real estate volumes have dropped by a staggering 46% …
Small Brained American has some of the best YT videos of traveling. Nothing fancy or fake hyped. His India trips are funny and disgusting. You feel like you are with him almost. He goes to Fukushima nuclear wasteland in Futaba, Japan that reopened to public. It looks creepy & abandoned!! They have a daily ticker …
Authored by Michael Lebowitz via RealInvestmentAdvice.com, We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for its stock market to set its recent record high. Many pundits claim the U.S. is following Japan’s path. The path includes a stagnant economy, massive government …
Japan’s Yen Intervention Strategy Faces Test From US Data "Kanda’s former boss at the finance ministry, Tatsuo Yamasaki, said this week that Japan is ready to step in as soon as the yen falls beyond its current range"https://t.co/KFAwYm6xAU pic.twitter.com/eYGukkLe2P — Global Markets Investor (@GlobalMktObserv) April 5, 2024 Mr. 151.75 $JPY is warming up again…. https://t.co/nzSMHPc2H5 …
Japan’s Space One Kairos rocket exploded shortly after launch on its inaugural trip on Wednesday (March 13) as the firm tried to become the first Japanese company to put a satellite in orbit. The 18 metre (59 ft), four-stage solid-fuel rocket exploded seconds after lifting off just after 11:01 a.m. (0201 GMT), leaving behind a …
In a bid to tackle the escalating problem of space debris, a Japan-based startup is making waves with its efforts to utilize ground-based laser beams to remove minuscule space fragments. With the exponential growth of space-related activities globally, the threat posed by space debris originating from defunct satellites and rocket bodies has prompted innovative solutions. …
The collapse of men in America will be written about 20 years from now, as will the moment we become Japan. Importing millions of uneducated individuals is a small bandaid on the aggregate decline when few of them will form families. — Don Johnson (@DonMiami3) January 14, 2024
A record 10% of the population in Japan are now above 80 years old. This percentage has moved in a straight-line higher for years now, up from 7.5% over the last decade. By comparison, just ~4% of the population in the United States is above 80 years old. As a result, Japan's… pic.twitter.com/YJJ1rnloQZ — The …
BREAKING: A fire is spreading in a district packed with restaurants in city of Kitakyushu, Fukuoka prefecture of Japan, prompting 20 firetrucks to scramble to the scene pic.twitter.com/117iC0FXx5 — Insider Paper (@TheInsiderPaper) January 3, 2024
The intricate dance of Japan’s economic landscape unfolds as the weak yen propels a robust equity rally, fueled by foreign demand in 2023. However, a notable twist in the narrative emerges as asset managers, for the first time since May, express bullish sentiments towards the Japanese yen. This intriguing shift raises questions about a potential …
Japan grapples with a pivotal moment as its key inflation measure shows the first acceleration in four months, hinting at potential inflationary pressures. Simultaneously, the nation faces a persistent downturn in factory activity, marking the sixth consecutive month of contraction, intensifying speculation about the Bank of Japan’s imminent pivot away from NIRP (Negative Interest Rate …
The rising debt/GDP ratios in both Europe and the US suggest an impending era of financial repression, similar to what Japan has experienced. Axios notes that it would require substantial measures, equivalent to $2,400 per American per year, in either spending cuts or tax increases to stabilize the national debt. Meanwhile, gold is reaching new …
As gold in Japan inches closer to another record-breaking high, the economic woes persist, with the country’s economy contracting at its most rapid annualized quarterly pace in two years during the third quarter. This juxtaposition underscores the prevailing economic challenges and the continued appeal of gold as a safe-haven asset in times of uncertainty. Gold …
https://www.cnbc.com/2023/11/15/japan-q3-economy-shrinks-far-more-than-expected.html Japan’s economy shrank way more than expected in the July-September period, provisional government data showed Wednesday, amid slowing global demand and rising domestic inflation. Provisional gross domestic product fell 2.1% in the third quarter compared to a year ago, after expanding 4.8% in April-June. This was a bigger contraction than the expected 0.6% decline …
By Graham Summers, MBA Japan’s currency is now collapsing. Japan’s central bank, the Bank of Japan (or BoJ for short) is currently engaged in an open-ended Quantitative Easing (QE) program. In its simplest rendering, the BoJ starts buying the 10-Year Japanese Government Bond any time that bond’s yield rises to 1% or higher. It’s possibly the boldest …
🇯🇵 But the government's room for manouevre is limited as Japan has the industrial world's heaviest debt, and a supplementary budget of that size would make it even harder to meet a target to balance the primary budget, excluding new bond sales and debt servicing costs, by fiscal… https://t.co/MkCeWJ8KGL — PiQ (@PiQSuite) October 17, 2023 …
by j_stars Japanese bond yields yoinking higher. Japan’s Federal Debt is 265% of GDP. Won’t be too long.
Yoshitaka Shindo, who assumed the cabinet post earlier this month, said that because China accounts for nearly a fifth of Japan’s exports, the Chinese economic troubles could cause Japan’s economy to move a notch downward. Potentially, “the impact is really big” given China’s central role in the global economy, Shindo said in a group interview …
China’s downturn leaves Japan with little external support China risks likely to be debated at BOJ’s Sept meeting Govt’s Aug report warned of concern over China Darkening global outlook cast shadow over BOJ exit path TOKYO, Sept 7 (Reuters) – Policymakers in Tokyo believe China’s deepening economic woes could hit Japan’s fragile recovery, especially if …
