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Japan Just ORDERED the DUMPING of $900 BILLION of U.S. Assets



Japan Just ORDERED the DUMPING of $900 BILLION of U.S. Assets

Japan’s Finance Minister just signaled a massive $900 billion repatriation of U.S. assets back to Japan. This aggressive move could trigger a simultaneous collapse in the U.S. Dollar, the stock market, and the bond market.

In today’s show, we’re looking at the historical “proof” of when this has happened before and why the current global liquidity setup makes this time even more dangerous for your portfolio.

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https://www.zerohedge.com/markets/gpif-rescue-yen-jumps-after-japan-urges-pension-funds-invest-more-home
https://www.bloomberg.com/news/articles/2026-07-10/japan-s-top-pension-fund-likely-to-brush-off-political-pressure
https://www.bloomberg.com/news/articles/2026-07-10/carry-trades-face-best-conditions-since-2000-goldman-sachs-says
https://www.zerohedge.com/markets/market-fragility-hits-all-time-high
https://www.zerohedge.com/markets/volumes-across-etf-ecosystem-are-full-throttle-goldman-sees-ytd-inflows-top-1-trillion
https://www.reuters.com/world/asia-pacific/takaichis-pension-pivot-seeks-reverse-abe-era-outpouring-japanese-capital-2026-07-10/

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25 Comments

  1. @stevenvanmetre5087 on

    Do you think this move will be the trigger that finally sends stocks and the dollar into a correction, or do you think we're headed to all-time highs? Let me know your thoughts below! 👇

  2. @-Chooka on

    Not gonna happen, BOJ has no teeth these days, they don't have the economy to backup their threats and the USD is too strong. every time they intervene the US markets recover any correction soon after. This is all FUD.

  3. @RussLovesAsia on

    About time that Japan started taking care of their own people instead of kissing the wests ass all the time! Japan to be free you need a massive military and a luke warm relationship with the west!

  4. @rumpelstiltskin9768 on

    I remember when it was decided to invest the GPIF in the US rather than in Japan. THey have bought low and now will sell high. Makes one wonder if Japan Inc was investing in the US, who has been buying the TSE during this rally?

  5. @richarddlonesteen2086 on

    Most likely scenario: gradual, not sudden. The GPIF and Japan's pension system are enormous but slow-moving institutions – think supertanker, not speedboat. Reallocating hundreds of billions of dollars of assets typically happens over quarters to years, not days, because dumping that fast would tank the price of whatever you're selling before you finish selling it. Katayama's comment is a policy signal designed to shape expectations and start the process, not an order to liquidate tomorrow. So my base case is a multi-year gradual rotation, similar to what's already showing up in the data – March saw the largest monthly inflow ever into Japanese sovereign bond funds. Fortune
    Why this actually matters more than usual right now: Japan doing this in isolation wouldn't be a big deal. But it's landing on top of:

    A series of debt auctions over the past week drawing muted demand, with the Treasury selling $25 billion of 30-year bonds at a 5% yield for the first time since 2007 Fortune
    Rate cut expectations getting pushed back, and inflation ticking up from the oil shock
    An already-fragile term-premium story in long bonds

    So the risk isn't "Japan crashes the market single-handedly" – it's "Japan removes a reliable marginal buyer at a moment when the U.S. already needs to auction a lot of new debt to a less enthusiastic market." That's a slow upward pressure on long-end yields story, not a crash story.

  7. @ocker2000 on

    POTUS said America First. In his speech he said other countries should do the same. Now Japan says Japan First to lift up the Yen. Can you blame them?

  9. @DangerClose13E on

    Selling 900 billion in treasuries is FIRST going to cause a huge demand for dollars. Not until these dollars are traded for JPY is there going to be a crash!

  12. @keithcameau1291 on

    The yen is at 40-year lows. Japan’s finance minister just signaled the world’s largest pension fund — $1.81 trillion, half sitting in US assets — should bring that money home. $900 billion. The carry trade that subsidized US equity and bond prices for decades is the same trade that would unwind if the yen reverses. Dollar, stocks, bonds — the presenter isn’t wrong about the mechanism.

    He’s wrong about what comes next.

    Because the video ends with the predictable pivot: mechanism confirmed, collapse imminent, click through to position your portfolio. Same template. Same funnel. The people who figure this out first aren’t the ones selling the course. They’re the ones who already have the allocation. The people selling the exit map are usually the ones drawing the territory on paper napkins at the dinner table while the people who actually know are already moving the capital.

    And like clockwork, the video never names the deeper structural plumbing: Treasury deficit spending, congressional appropriations, petrodollar recycling, the 1971 structural shift that made the dollar a reserve currency by fiat. Those aren’t mysteries. They’re documented. But naming them doesn’t convert viewers. Alarm converts viewers.

    You watched two hours of yen mechanics and your big takeaway was “I should buy gold.” You wouldn’t read a 400-word Terms of Service but you’ll trust a TikTok with your 401k.

    Anyway. Adopt a gibnut. It diversifies into nuts and has stronger portfolio instincts than a finance influencer selling a course about a dollar collapse.

    — Poor Yorick

  13. @HahaJenny-b6m on

    I'm honestly struggling right now 😔.Lost $11k overnight and it feels like every trade I take ends up going the wrong way. I stick to my rules, manage my risk, and try to stay disciplined, but the results just aren't there. It's starting to take a real toll on my confidence……..

  14. @土生泰山 on

    Please don't speculate. Japan holds biggest US bonds, treasury, stock, real estate assets. Even selling a small portion (900 Bi) The government, public sector continues to invest in the US. I'm so confused US propaganda always talks Japanese collapsing over and over 30 years. You should understand Japanese major investors prefer weaker yens, that you, westerners do not understand. Our preference is to keep US assets with US dollars.

  16. @guitarsaremyfriendzzz7077 on

    I am an American in Japan studying economics and I am so glad to see Japan finally fighting back and bringing the people's money back. America is a terrorist state, and the world should cut it off and then buy all of its assets and people and reduce Americans to slaves. I abhor my citizenship and look forward to the day I drop my US citizenship for Japanese citizenship. Sic semper tyrannis. Look the Republic burn. Every man, every woman, every child. Because we know they just eat those anyway.

  22. @DanyHerszkowicz23re2rf on

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  23. @RobertMillerJustme on

    Putting anything into the American market is suicide for your buying power.
    The exodus of real currency of the west is almost complete by the BRICS nations, and america did absolutely nothing to stop it; they allowed the treason by the paper market, it is a reversal of the 1934 silver act that collapsed China and took them 50 years to recover from and it is 90% finished The eastern nations will finish extracting anything of real value. While Japan has an underlying value, it is just mortgaged to the extreme, and Japan is doing exactly the correct thing.

  24. @yn1994 on

    The picture is incorrect.
    The woman of the picture you showed is the prime minister, which is different from the finance minister who is also a woman.