Welkin3d ago

#Japan is the Saudi Arabia of Global Finance. Its zero interest rates are ending. This will impact #YenCarry trade, ADB financing and #US #Treasuries directly. If this unwinding is not done in a manageable and orderly manner, then the fallout will be worse than #TrumpTariffs or any mess that #DJT creates. #FederalReserve will raise interest rates when #Yen global financing will start to decline. Cherry on top, the #AIBubble.

https://substack.com/inbox/post/179099797

May we live in interesting times.

The Creditor’s Revolt: How Japan’s Bond Market Just Ended the Era of Free Money and Triggered the Greatest Capital Repatriation in Financial History

When the world’s largest creditor stops subsidizing everyone else’s debt, the entire architecture of global finance must be rebuilt.

Yonhap Infomax NewsJul 28
DB Financial Investment Co. warns of heightened dollar-won volatility in August due to tariff decisions, urging investors to maintain neutral positions amid policy and market uncertainties.
#YonhapInfomax #DollarWon #DBFinancialInvestment #TariffVolatility #LongTermBonds #YenCarry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=74087
Dollar-Won Volatility Expected in August on Tariff Finalization—Neutral Position Recommended

DB Financial Investment Co. warns of heightened dollar-won volatility in August due to tariff decisions, urging investors to maintain neutral positions amid policy and market uncertainties.

Yonhap Infomax
Michael A. Gayed, CFAMar 12
The Bank of Japan’s next move could rock global markets.

A yen-carry trade unwind could trigger serious panic worldwide.

Don’t sleep on Tokyo’s decisions!

#BOJ #YenCarry 🌐