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Japan is PLUNGING, and it’s Quickly Spreading to the Rest of the World



Japan is PLUNGING, and it’s Quickly Spreading to the Rest of the World

The Bank of Japan keeps hiking its policy rate, Japanese bond yields continue to rise, yet no matter how high interest rates go over there the weaker the Japanese yen seems to get. And no one can figure out why. The government is stumped. Central bankers can only complain. And the yen is not the only one, but is a critical example of what everyone leaves out because they don’t really know what they’re looking at, or even looking for.

Eurodollar University’s Money & Macro Analysis

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Twitter: https://twitter.com/JeffSnider_EDU

26 Comments

  1. @InvestingMindset1 on

    It's simple! The economy cannot grow if the population is dropping! You cannot grow if you don't have a population to support that growth. The same thing is happening everywhere! No asset is safe.

  3. @T.Stolpe on

    Bei Japan ist klar, dass sie den falschen Weg, den sie nun seit 1990 verfolgen, um die Entschuldung der Konzerne, Banken und Superreichen nach der Ultra Mega Super Kreditblase in einer verschärften Form verfolgen wollen. Ultra Konservative Libertäre Politik, massiv Rassistisch und maximal Nationalistisch.
    + 100.000. Juge Japaner. in die Armee.
    + 2% plus für die Aufrüstung
    + Weiterhin das Atomdorf füttern
    Trift auf das Hochfahren der Einschläge beim Demographischen Supergau und
    einem Stand bei der Verschuldung des Zentralstaates, der nicht mal in Kriegszeiten jemals zu beobachten war.
    Und einer steigenden Verschuldung der Haushalte und der Industrie
    bei einer stagnierenden Produktivität und einem BIP das schon deutlich hinter Deutschland liegt, bei wesentlich mehr Einwohnern und einer höheren Erwerbsquote in der relevanten Bevölkerungsgruppe.
    Japan entwickelt sich von einem Industrieland in eine erstarrende Staatswirtschaft.
    Falsche Anreize, Null Innovation, keine Immigranten, kein Austausch .

  7. @cr_93-y1p on

    the yen is even more of a funding currency than the dollar though, you don't need hedge funds and the Tokyo branch of the big banks to get the yen carry, it leaks into the US economy in other ways. comparing it to the Indian currency isn't quite

  8. @SN-oy2ou on

    Not entirely true. The Indian Rupee slides every time there is a flight of capital from the Indian stock market by foreign investors.

  9. @TomM-p3o on

    I've been informed that China's trade surplus dumping is being done on credit. It means they are not receiving currency but hope the products will be paid for at some point (YOU OWE MEs)

    Them amassing currency is fiction

  10. @Illiescu7 on

    I'm just a regular citizen of the U.S. and I've been hearing about the importance of trade deficits for years, most recently from our President, so, how can it be that these expert economists aren't aware of this. It doesn't make sense.

  12. @NG-TX on

    Jeff – how about a New Year resolution of having a least one show per week that you don't exaggerate.

  13. @RestlessAmbitions on

    Japan will be fine because they have a society that people actually want to participate in, which is rare on earth.
    They may not be an industrial powerhouse, gdp may not reflect GDH but GDH is more important.

  15. @brjohow on

    question. i hear you talk a lot, and the information sounds good, etc. but how have you made your money the last few years? i suspect you make money on people watching your content rather than your trades and skill in investing. you should show your hand. its hard to take financial and economic advice from someone who isnt really clear on where you place your chips/bets. i made a big move when gold was under $2000 and did very well with it, but i should have put a lot more in. but you have say 30,000 people listen to you go on and on about economics, central banking, currency, markets, etc, but you dont really give any advice. everyone knows the system is a rigged corrupt piece of crap, yeah, what can be done to take advantage of that?

  18. @rlm5834 on

    Most everything you can buy is made in China, I see that as strength. The west is collapsing under oversized government, banking and welfare.

  20. @mark6052 on

    You’re like your buddy Steve, you can only cry wolf so many times before everybody completely ignores you. Why don’t you come up with a different narrative but oh yes, you don’t know how….💩

  22. @ArloHaggins-yi1rc on

    President Putin and china president want to take over the world and make United States a third world country. What's slowing doing America leaders and elites is greedy corruption and selfishness is pushing Allies foreign countries away from United States government now president Trump Tariffs o ly making it worse for the economy treasury department,World Bank,wall street trading market and jobs all going down hill fast .and the middle class innocent people always suffer .now the R.I.S and state departments workers stealing America people tax refund and saying they own money to the government when they really don't. But the Republicans and Democrats are not investing to see what's really going on . This has been going on for years, but it got worse when Elon Musk/Doge workers took over .America government is being destroyed and turned upside down is no further for the generation coming up now .and United States military is not ready for any kind of war with china,Russia,Iran,North Korea,Venezuela because America low on artillery,missiles,drones,rocket launchers and the technology system is outdated .and Ai will mislead the hold world and make it difficult for humans on earth so people will suffer and struggle because all jobs will be done by Ai so family will not be able to take care of they family. And anyone go against the Ai system will lose everything over nights.its goid spirits fighting against evil wicked spirits we living deep in the Bible end time prophecies

  24. @土生泰山 on

    I'm happy Western side economists and analysts making wrong decision regarding Japanese financial status. The weaker yen is advantageous for Japanese exporting company and also to minimize Trump tariff shock. Japanese company making record of profit this and next year. The weaker currency is making humongous dividends and interest toward Japan. My friend, deficit and GDP don't tell anything about Japanese economy. Look! how Japan owns humongous over 5T. US$ Bond? Japanese increasing interest is now up to 0.75% and US 3.75% and still interest to hold US Bond? The Japanese private sectors foreign assets are over 9T US$ The Japanese economy can't be explained by western financial theory. We Japan is happy the Yen continue to be weaker. We already overcome cost push inflation and keep Japanese day life cost lower as possible among G20? Less intervention and less investment toward Japan will protect Japanese own culture and keep safe society. We want to be Galapagos.