skip to main |
skip to sidebar
The next global crisis may not come from the US, but from Japan.

In short, here's what it's all about.
The new Japanese government has announced a huge economic stimulus package (the equivalent of over 200 billion dollars).
Japan has its back against the wall, it has to adopt this stimulus package because otherwise it would collapse economically.
But this will inevitably/mathematically trigger some tectonic movements in international markets due to the yen, the price of Japanese government bonds and the global debt that Japan holds.
The stimulus package has the potential to collapse the yen and trigger inflationary pressures.
The key move is expected on December 18, when the Bank of Japan will have to decide whether or not to increase the reference interest rate.
Whatever it decides, the implications are global because over the past 30 years, hardworking Japanese people have accumulated a lot of money that they have placed back, in various forms, on world markets, in other words, they have provided liquidity to the world economy.
But now Japan has an aging population, which is demanding back the money (pensions) to which it is entitled.
The mechanisms are extremely complex, but regardless of what the Bank of Japan decides (to defend or not to defend the yen) the logical move of investors will be to "drain" the international markets of all the liquidity provided through the Japanese yen over the past 30 years.
And the only alternative for the Japanese government would be to finance the stimulus package by selling bonds of other countries that it owns, which would put the respective governments in a bind, as it would exponentially increase their financing costs.
But which governments are we talking about? Well, first and foremost, the American government! And let's see if the planet can afford a drifting America!...
So, the perfect storm could come from Japan right at the turn of 2025/2026.
I think that's the key to Trump's ultimatum to Zelensky - "You have to accept the peace plan by November 27, if not, go to hell." - because Trump is aware that in December "something will come" (bad, really bad) and he really can't afford to throw money mercilessly into the Ukrainian black hole.
The only lunatics who don't seem to understand anything are the Europeans, who seem to have already convinced Zelensky to continue on his suicidal path.
Next year, Europe risks being caught in a vise jaws between a major global financial crisis and an impossible-to-finance war.
The only logical explanation is that European politicians are covering up such horrific crimes and genocyde in Ukraine that they are actually more interested in covering up the crimes they committed or supported in Ukraine than in saving what can still be saved in Europe.
Nessun commento:
Posta un commento