Япония ТЕРЯЕТ Контроль Над Иеной – Глобальные Рынки Готовятся К Масштабному Обвалу

Japan is losing control of the yen, and another attempt to defend the currency could trigger a massive sell-off in global stock and bond markets. Over the past year, the yen has depreciated more than 13% against the dollar, making imports of energy, food, raw materials, equipment, and components more expensive. _____________________________________________________________ ►Advertising inquiries: [email protected] ►For KZ advertisers: [email protected] _____________________________________________________________ Oil prices have fallen to around $68 per barrel, but shipments through the Strait of Hormuz remain at only 20-40% of pre-war levels. The US believes flows could recover to around 10 million barrels per day, but months of elevated transportation and production costs have already impacted supply chains. Inflation in the US remains around 4%, double the Federal Reserve's 2% target. It has remained above this target for over 60 consecutive months. Another Fed rate hike or a prolonged period of high rates would strengthen the dollar and increase pressure on Japan. Long-term US Treasury yields of 4-4.5% also offer little protection against inflation. Japan has allocated approximately $19 billion to subsidize energy and utility costs, but to do so, the government will have to increase borrowing. However, rising Japanese bond yields have not yet led to a sustained strengthening of the yen. Tokyo could use its over $1.3 trillion in foreign exchange reserves to buy the yen. However, the global foreign exchange market processes nearly $10 trillion daily, so sustaining the currency in this way is impossible. Another option is a sharp rate hike by the Bank of Japan. This could strengthen the yen, but would also increase borrowing costs across the entire financial system, which has existed with near-zero rates for decades. The main global risk is the carry trade. For years, investors have been borrowing cheap yen and investing it in US bonds, corporate debt, technology stocks, and other foreign assets. Japanese investors hold over 340 trillion yen, or over $2 trillion, in US stocks and bonds. A rate hike in Japan could force some of this capital to return home. Domestic leverage has also accumulated: margin positions have exceeded 6 trillion yen, reaching a 32-year high. China accounts for approximately 20% of Japan's foreign trade and 23-24% of its imports. The addition of 40 Japanese entities to China's blacklist could increase the cost of rare earth materials, electronics, and industrial components. Japan has no easy way out: defending the yen could destabilize markets, and further weakening the currency will lead to higher domestic costs. #Japan #China #Economy _______________________________________ Helpful videos: China has BANNED Banks from Trading in Dollars    • Китай ЗАПРЕТИЛ Банкам Торговать в Долларах...   Trump is FURIOUS: 150 countries refuse to pay!    • Трамп в ЯРОСТИ: 150 стран отказываются пла...   US is cornered: $25 billion debt auction fails    • США загнаны в угол: Провал аукциона долга ...   _______________________________________ *DISCLAIMER! I am not a financial advisor. The information contained in this video is not an advertisement and is for entertainment purposes only. Before investing, please consult with a licensed professional. Any stock purchases I show or discuss in the video should not be considered "investment advice." I am not responsible for any losses you may incur by investing and trading in the stock market in an attempt to mirror what I do.