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Il Giappone sta per innescare il Grande Reset



Il Giappone sta per innescare il Grande Reset

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Doug Casey’s Crisis Investing Article by Lau Vegys: https://www.crisisinvesting.com/p/japan-is-in-trouble-so-are-you

Japan may be sitting at the center of the next major global financial shock—and most people aren’t paying attention.

In this video, we break down how rising tensions in Iran and the disruption of the Strait of Hormuz could trigger a chain reaction that hits Japan’s fragile economy at exactly the wrong time. With Japan heavily dependent on Middle Eastern energy and already struggling through decades of stagnant growth, this situation could force the Bank of Japan into a corner.

But here’s where things get serious…

Japan isn’t just another economy. It’s deeply intertwined with global markets through the yen carry trade—a system where cheap Japanese money has been fueling investments into U.S. stocks, bonds, and risk assets for years.

If the Bank of Japan is forced to raise interest rates:

Borrowing costs surge
Investors unwind positions
Global assets could be sold off rapidly

And since Japan is one of the largest holders of U.S. Treasuries, this could create simultaneous pressure on both the stock market and bond market—a scenario that could resemble or even exceed the chaos of 2008.

37 Comments

  1. @blipco5 on

    Iran is doing the best with what they got. They are turning the world against the US. Just wait until there are US boots on the ground. Another 20 year war?

  4. @JamesJoeright-p1e on

    I just love watching Sodom fall and I can’t wait for it all to burn to the ground….i will dance on the ashes
    🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥

  6. @drudd8444 on

    Japan need to raise rates now …..😁 they can actually come back and raise them if they really need too …..🤨 and they need too , 🫡X🪙P
    Like Now….. 🔥

  7. @Todd-w6u on

    The Stream of Consciousness……whilst walking is Incredible! One Very intelligent young Man ! Broken down so we all can learn something! 👍🏻

  9. @taggmanibanez on

    To cause the carry trade to unwind, US bond yields need to go down, or… Japanese bond yields need to go up or… The Yen can go up or… The Yen can go down at first, forcing the BOJ to hike rates, which then turns the yen around and it goes up. If any one of those or all of them, or any two of them really, happen there will be an unwind of the yen carry trade. Now… HERE'S THE BIG KICKER… Most estimates buy institutions indicate about four or five trillion dollars in the system through this Yen carry system, but it is far far worse, this system has been in place since the early '90s, I have done 6 months of work on this, five-six hours a day, in the math comes out to about 40 trillion dollars in the system, weirdly, a lot of that in the US commercial real estate market, and the majority of the rest is in the AI tech bubble. If all that liquidity comes out of the system in short order, that's 1929, actually about 10% worse. 1929 was an 80% crash in the stock market, this would be 90%.

  10. @b7O934 on

    The big beautiful bill is going to causes millions of homeless before Iran and this market issue. Everyone who can grow a garden. If you're in an office building all day, get grow lights and have some veggies.

  14. @jimbomoco1 on

    Keith: Y'all need to address the following in one of your videos:

    According to the Federal Reserve's FEDS NOTES of October 15, 2025, Japan is not the largest owner of U.S. Treasury Securities.

    "Furthermore, after adjusting Cayman-owned Treasuries in TIC for the estimated undercount of roughly $1.4 trillion, THE CAYMAN ISLANDS IS IN FACT THE LARGEST FOREIGN HOLDER OF U.S. TREASURY SECURITIES – HOLDING SIGNIFICANTLY MORE THAN CHINA, JAPAN, AND THE UNITED KINGDOM, the largest 3 holders currently displayed in Treasury's "Major Foreign Holders" table.22

    FEDS Notes {October 15, 2025} https://www.federalreserve.gov/econres/notes/feds-notes/the-cross-border-trail-of-the-treasury-basis-trade-20251015.html

    Hedge funds, private equity, private credit entities, banks, etc. that are legally domiciled in the Cayman Islands own more treasuries than anyone. A huge chunk of these treasuries are used as collateral in a highly leveraged basis trade involving repo market financing and treasury futures. Interest rate spikes spell trouble for this trade.

  20. @FlickDad on

    This is exactly why Trump wanted Clarity done so bad. Stablecoins taking off will require the issuing agencies and exchanges to hold 1:1 treasuries. This SHOULD absorb the sell pressure. Hopefully. 🤞😅🤞

  27. @Andriale on

    my cyberpunk pilled brain filled in “weve got a situation going on in japan-[town]” because of what happens when you get 1-star wanted

  28. @rayfinkle9369 on

    If Jake's theory was so obvious and there was a 66,000% opportunity in the market in the next 12 months, EVERYBODY in finance would be in on XRP. Like David Schwartz said, the hopium would be priced in (like a P/E in stocks). But it's not, because the domino theory is based on one black swan after another. His theory is like 3% likely in all reality.

  29. @farm808 on

    Japan gets the vast bulk of its LNG from Malaysia and Australia, not the Middle East. It does get almost all of its oil from the Middle East, but as you say, they have six months in reserve.

  31. @ron-l1o3x on

    same event can happen if america lowers interest rates or japan raises interest rates rates, both have same effect on reverse carry trade.

  34. @TreeofLife-r3d on

    XRP
    HBAR
    Shiba Inu
    Pepe
    What do they all have in common?
    They're now classified as:
    CRYPTO COMMODITY
    Gas ⛽️ today in Los Angeles County
    In Summer heat 🥵
    $6.09/gallon
    Slow 🐌 🦥 🐌 ing down
    Who's going to have a dime for a single HBAR?
    Q❤😂