Podcast - Japan’s $1.1 Trillion Secret Move: Did the Yen Carry Trade Just Crash the US?

Описание: The world is panicking over Japan's central bank moves after decades of silence1. After running the cheapest money machine for years, the infamous Yen Carry Trade is officially unwinding23. This is a seismic shift in global finance, and the timing couldn't be worse4. Investors borrowed near-zero yen to chase massive yields in US assets, including stocks and crypto2. Now, the funding costs have spiked and that 'free-money' machine has violently flipped35. This deleveraging triggers contagion risk, hitting global stocks and tightening liquidity immediately67. The biggest risk is the over $1.13 trillion in US Treasuries Japan holds8. If these foreign holders sell, US yields could surge dangerously higher89. Some are calling this movement the single Jenga piece that topples the entire world economic tower910. We’ve seen warning signs in previous EM crisis-like selloffs of traditional safe assets like Treasuries1112. Others insist this hysteria is overblown, calling it a temporary headwind for markets1314. They argue the massive AI Boom is too powerful to be stopped by currency market plumbing issues1516. Volatility is spiking as US fiscal concerns amplify the global panic1718. Policymakers in Tokyo are scrambling to stabilize their bond market, knowing disorderly conditions could spread1319. Get ready for financial chaos as the market adjusts to a new, higher-rate reality2021. Can the US dollar and its massive debt burden survive a $1.13 trillion foreign fire sale822?