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Japan’s HISTORIC Move – Global Markets Are ON EDGE After PM Takaichi’s Landslide Win



Japan’s HISTORIC Move – Global Markets Are ON EDGE After PM Takaichi’s Landslide Win

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I break down the following topics in today’s video:
🇯🇵 Japan’s election shock.
📈 Stocks cheer, bonds flinch.
💴 Why the bond market is nervous.
⚖️ Abenomics is back.
🌍 Global markets are exposed.
💱 Yen, yields, and volatility.
🚨 No crisis yet — but less margin for error.

#geopolitics #JapanElection #SanaeTakaichi #JapanBondMarket #YenCarryTrade #Abenomics #GlobalMarkets #JGBYields #Nikkei225 #JapanDebt #BondMarketCrash #CurrencyMarkets #YenCollapse #CentralBanks #GlobalLiquidity #MarketVolatility #MacroEconomics #Geopolitics #FinancialCrisis #StockMarketNews #Investing

48 Comments

  1. @robertmitchell8630 on

    Fun fact March 1973 the DXY Dollar index was launched with a starting point of 100 it closed end of the month 101 and Gold hit 90$ .

    Today DXY is 94 and Gold $5k

    US Dollar isn't the only one debasing it's CURRENCY.

    US Dollar is to intertwine in global trade finance

    The US DOLLAR isn't going to crash , fall against Gold YES!!

  2. @SRD2025-b7d on

    A new hitler's ghost is raising it's ugly head in the world politics.
    New re armament drive of the most evil imperialist empire the world has ever seen, which was put down forcefully by the surrender agreement of ww2.

  5. @christerjonsson8963 on

    Hyperinflation will start in Japan and next is US then spread to some countries in Europe..all of this will be a desaster and precious metals will go to the roof.

  6. @AlmaMercer on

    Well Japan smart they'll start getting rid of all those bonds and treasuries they hold with the United States otherwise I'm afraid they're going to eat them just saying

  7. @yfelwulf on

    Americans are still falling for the PROPAGANDA the economy is in good condition. Bonds are safe because US Business is buying them and the dollar is unshakeable as reserve currency. This is the result of brainwashing since birth. No fact no reality can suppress the indoctrination.

  8. @asc23channel on

    Time to “negatively” leverage that pressure, to destabilize and crush US chokehold!

    Even if it pulls your options down short term, it’s worth it, to decouple and become sovereign again!

    Best Wishes ❤

  15. @2777-DD on

    I need to say Japan’s PM is a psychopath.
    It’s WRITTEN ALL OVER HER FACE.
    Watch her movements…rushes through time! Her bow is meaningless.
    SNAP election met young voter demand…people want to “just get it done in Japan’s current society.”
    👉EXTREMELY OPPOSITE
    OF CHINA.

    THIS WOMAN IS WILLING TO AVENGE (?) something is purely driven by something, maybe even someone so dark.

    Why did Japan hate USA so much they sent suicide bombers?
    PEARL HARBOR.

    Pearls are found INSIDE the oyster.

  17. @carlosalot on

    As japan is the largest purchaser of us bonds, my question is, is there an indication here that they will slow or even halt bond purchases?

  18. @Home123-zj9bb on

    Japan “Madogiwa-zoku” and 15hr workday red-taped way is going out focusing on their younger generation. The 4 Tigers see it. 6mo ago I Invested heavily in Japan .

  19. @nows1567 on

    Japan is like this stepbrother to the US who left many years ago and has lived in and taken.on a totally different culture since then.

    For a long time they have pursued super easy money policies, not like the US though, to borrow and spend on wars and other efforts to destabilize the world. In some respect they have spent on similar stuff, entitlement systems, but where the US just keeps racking up the mandatory spending, Japan has actually built up funds in their Social Security system. Then they have had their super low interest rates, which now somewhat seem to be normalizing after decades of no or very li'l interest on Japanese bonds. This has enabled Japan's gov't to profit from arbitrage, issuing debt in yen, changing it to dollars and put it in US treasuries, which has generated way higher interest. Since 2011, the yen has been falling against the dollar adding some nice exchange rate profits when cashing in those treasuries and changing it back to yen, the dollar now buys about 50 % more yen than it did in 2011.

    The Japanese gov't's net debt, if you deduct the gov't's financial holdings, is way lower than the US, totally, of course, since it's a smaller economy GDP-wise, but also compared to its GDP, so the nos. indicating it's overleveraged is pretty much a hoax.

    It's the US that is getting overleveraged, the gov't debt in the US hasn't gone to investments in foreign bonds or to build up funds for Social Security, it's basically gone out the window, nothing is left except the treasuries that have to be serviced with interest payments and rolled over by issuing new debt, unless the US gov't actually starts to pay down on its debt. Now, the US haven't paid down on its public debt since the Clinton admin. so it seems unlikely that'll happen anytime soon.

    And if the dollar starts to go down against other currencies instead of up long-term, it may be a problem. It's estimated to be 20+ trillions of eurodollars and US treasuries abroad. If the dollar goes down long-term instead of up, many of those foreign holders won't have much motivation to hold on to it anymore, but may sell and exchange it to their own home currency or to some other major currency like the euro, the Swiss France or even the yen, since it now has started to pay at least some interest on its bonds.

    If that happens it can lead to a run on the dollar and, subsequently, US capital controls, the end of the US dollar as a reserve currency and the end of the US treasuries' status as "risk free" investments.

    That's why Trump is lying and exaggerating all the time about all that foreign investment coming into the US. Now, if Japan had some issues with confidence among foreign investors, it's not such a big deal since their export industry takes in lots of foreign currency overtime through their car exports, etc.

    The US doesn't really do that, instead it consistently pays in dollars for more than it gets in foreign currencies in its trade with the world. If the confidence in the US dollar and the US treasuries goes down, the US basically have to rely on the Fed as buyer of last resort. The Fed just buys treasuries for newly made dollars though, no net exports or anything but losing warfare to back those dollars up.

    If the unproductive ventures overseas in terms of military presence, destabilizing situations, promoting military conflict, supporting or participating in it, post WWII, basically always with massive negative returns, is kept up for borrowed money and the US keeps running its trade and gov't budget deficit, it's just a matter of time until a run on the dollar will happen.

    Japan don"t have those problems, its population is shrinking fast though, not necessarily a problem unless you have a huge gov't run system for Social Security, which they do, then it will be one. So that's their problem basically, didn"t hear anything from that PM which addresses that 🤔, sure, it's better funded than the US' system, still, the Japanese demographics are going down. Well, I'm sure she addressed it, Pol's always adress the important issues before elected, right 😆

  24. @albertwong1919 on

    The world economic and financial climate has change sine Abe-conomics… using an old formula in todays world I think isnt a solution for Japan…. U going to have a weak USD, and the Yen is so tied to the USD so Japan will be doing what the US is trying to do print money, but problem with Japan its not a reserve currency although it use the carry trade to spark interest in the Yen but the risks and Japan's high debt isnt conducive, also Japan will be losing their auto international trade if that crashes, and than u have semiconductors, with China's market close off to Japan's companies as China develops its own domestic supply chain its a race condition for Japan can they weather the incoming headwinds with so called Abe-conomics before the storm hits…. and my bet is Japan will not be able to do this cuz it is so tied to the US and it really doesnt have independence to do it their own way.

  31. @BlizAce on

    I see there's a detail that every financial commentator is missing, most of the Japanese debt is held by local investors not international… So it's a little different

  33. @robertallen9697 on

    Go on Japan take china 🇨🇳 Russia on look at history china 🇨🇳 have the right to attack Japan USA Israel warming staving women and children evil 😈 the world hate them a new world order money talks bull shit walks USA broke trillions in det wake up Australia stop playing usa money spent on the homeless the Australia's doing it hard with out china Australia got no money USA are gutless usa Israel staving women and children evil 😈 wake up Australia

  34. @nicolasheung441 on

    This election said everything we need to know.

    這是一個清朗的早晨，鴿哨聲伴着起床號令，但是這世界並不安寧，和平年代也有激盪的風雲…

  35. @jimhays9248 on

    Well, new people to help govern Japan. Nice, but the people need to just take a break for 1-4 to 6 months and just pay bills off, put money back and give yourself a new start.

  36. @macker0077 on

    it’s important to ask who owns most of the Japanese bonds. The answer is that about 50% are owned by Japan’s central bank, which nobody can do a bank run on. They can sit with negative equity for years if need be. Another 15% or so are owned by insurance companies, and their liability side isn’t really prone to rapid pull-outs either. Another 15% or so is owned by banks, and that’s where trouble might occur because depositors can pull money out and trigger an insolvency event for underwater positions. However, Japanese bank stocks have been soaring lately; they love a steeper yield curve. And then the other 20% or so are owned by a broad combo of foreigners, households, pensions, and so forth that aren’t very levered or that aren’t systemic if they are (like hedge funds).

  37. @PranicEnergy on

    Not possible for Japan's economy to increase consumption significantly. The population is aging fast. The increasing debt issue and interest rate will more likely turn into non stop money printing like the US.

  38. @fluffyclucks7320 on

    Dollar/yen has dropped from 157 to 154. If Japan sells its US dollar reserves, as it has expressed it will, we could see this continue lower. Careful if you hold stocks. This could trigger a carry trade unwind.

  40. @AlBergstein on

    I really appreciate your straightforward analysis. It’s really important given what’s happening in the United States to be really tuned into what’s happening elsewhere in the world. The Japan situation certainly has risk for us here. Appreciate your hard work and pulling this all together.

  44. @FaithfulCallTokyo on

    Great reporting as always. I want to add a perspective that seems missing from many of the comments viewing this from outside of Japan. As a foreigner living here, I see a level of planning that Western analysts often miss. The LDP didn't just win; they executed a long-term strategy. This isn't about short-term market noise—it is about Kokueki (National Interest) and Resilience.

    First, Japan has been a nation far longer than most Western countries. They have a 'muscle memory' for surviving hard times and have learned to always put their people first.

    Second, the leadership knows exactly what they are doing. Much like the 'Toyota Way' plans 200 years in advance, the LDP and power players are engineering Japan’s future, not gambling on it.

    Finally, by focusing on social stability and the 17 strategic sectors, they are ensuring Japan remains sovereign and strong for the next century. They are playing a long game that prioritizes national survival over global expectations. Good on them for having a clear vision for their people.