Il Giappone SCARICA il dollaro: 1,7 trilioni di dollari SPARITI in sole 72 ore!

Il Giappone SCARICA il dollaro: 1,7 trilioni di dollari SPARITI in sole 72 ore!

japan has sold off US Treasury bonds again but this time the move was so huge it wiped out $1.7 trillion from the market trump’s public response denial his private reaction panic behind closed doors a frantic scramble that might reshape America’s financial future so what’s really happening why would a longtime ally like Japan suddenly back away from the US dollar and here’s the bigger question is this the moment the world stops believing in America’s money let’s be clear Japan isn’t just some unpredictable player it’s the fourth largest economy on the planet and for decades it’s been one of America’s most reliable financial backers quietly buying up US debt without fail but in January 2025 Japan slashed its holdings of US treasuries by $119.3 billion the biggest quarterly drop since 2012 based on Treasury International Capital data japan once the top foreign holder of US debt has now handed that position over to China the Bank of Japan claimed the move was due to domestic yield curve adjustments but economists like HSBC’s Frederick Nomman say otherwise this wasn’t just about technical shifts it’s clearly a hedge against future US fiscal trouble this big sell-off didn’t come out of nowhere it followed months of quiet frustration from Japanese officials anger over US trade policy and the volatile dollar according to Bloomberg Tokyo is exploring regional settlement systems using the yen especially with ASEAN countries it’s a subtle but calculated move japan isn’t putting all its trust in the dollar anymore they’re preparing for a world where US financial leadership isn’t guaranteed back in November 2024 the US Commerce Department hit Japanese electric vehicles with a 25% tariff claiming unfair subsidies and national security risks japan was blindsided and well pushed back hard reuters reported Japan’s Ministry of Economy called the tariffs disproportionate and economically unjustified nissan CEO Makoto Ucha said the move punishes innovation and threatens supply chains that link the US and Japan the EV dispute really heated up after Toyota’s major breakthrough a solid state battery with 750 mi of range and a 10-minute charge time that’s a serious threat to US automakers still dependent on older lithium-ion batteries but these tariffs weren’t just about protecting trade they were a defensive geopolitical move and Japan’s retaliation didn’t come through car parts it came through the bond market this Treasury selloff was Japan’s version of a financial warning without ever saying it directly by early 2025 Japan controlled over 48% of the world’s solidstate battery patents based on World Intellectual Property Organization data toyota and Panasonic even announced a new EV platform with plans for global launch in 2026 and European pre-orders are already in meanwhile US car makers like Ford and GM are struggling facing battery supply issues and cost spikes caused by China’s restrictions on graphite exports this gave Japan leverage like never before in trade talks the Wall Street Journal reported that Japanese officials are now demanding tariff exemptions in exchange for strategic technology deals it’s a new kind of negotiation access to Japanese EV tech in return for trade relief today EV dominance isn’t just about money it’s political power and the US may have to choose keep pushing isolationist tariffs or risk falling behind in the race for clean transportation when a major player like Japan dumps treasuries it doesn’t just leave a gap it shakes the entire foundation in February 2025 10-year bond yields spike to 4.89% their highest since 2007 as foreign interest dried up reported Market Watch the Congressional Budget Office warned that if this trend continues US debt servicing costs could climb by $270 billion per year by 2027 pimco’s chief economist Tiffany Wilding told Bloomberg “Looing a stable buyer like Japan raises Treasury volatility and erodess global confidence in the US fiscal path.” Meanwhile the US dollar index fell 2.1% in just 2 weeks and central banks in places like South Korea and the UAE started reducing their dollar reserves the broader fallout higher interest rates for US families and businesses and a growing feeling among global investors that US debt might no longer be the safest bet out there japan’s 119 billion dump wasn’t just a one-off outburst it’s actually part of a global trend since 2022 the dollar’s share in global reserves has dropped from 59% to 54% based on IMF data from March 2025 central banks in Malaysia Brazil and Saudi Arabia have all increased their holdings in non-dollar assets especially UN and gold according to credit Swiss strategist Zultan Poser the architecture of the global financial system is fracturing and Japan’s exit is not a crack it’s a break china’s digital UN now accounts for 5% of crossber settlements across Southeast Asia while India’s rupee is being used in oil contracts with Iran and Russia Japan’s move accelerates a feedback loop as trust in the dollar waines the need for alternatives grows raising the risk of a fragmented unstable monetary order the question now isn’t if a new system is forming but how fast the old one is unraveling between February 3rd and February 6th 2025 the US stock market lost $1.7 trillion in market capitalization with the S&P 500 falling 5.4% in just three trading sessions according to Bloomberg the catalyst was a combination of Japan’s Treasury dump spiking bond yields and worsening trade tensions but investor sentiment also soured after Trump’s administration announced plans for another round of retaliatory tariffs this time on Japanese electronics and South Korean semiconductors raising fears of an Asia-wide trade war black Rockck analysts noted that policy unpredictability is now the primary driver of market risk meanwhile Moody’s downgraded its US outlook to negative watch over ballooning deficits and geopolitical instability whether Trump caused the crash is debatable but the market’s reaction was clear the combination of aggressive protectionism deteriorating alliances and fiscal indiscipline is no longer seen as manageable noise it’s now viewed as systemic risk donald Trump touted 2019 as the greatest economy in the history of America but by 2025 several indicators suggest that the foundations laid during his first term may have increased systemic risk rather than long-term resilience while GDP peaked at 2.9% in 2018 corporate tax cuts under the Tax Cuts and Jobs Act ballooned the federal deficit to over 984 billion by 2019 and it has since surged to 1.9 trillion in fiscal year 2024 according to the Congressional Budget Office economists at Brookings argue that the administration’s aggressive deregulation combined with escalating trade conflicts weakened America’s position in global supply chains while increasing inflationary vulnerabilities former Fed economist Claudia S told Bloomberg stimulus with no structural reform created sugar highs not stamina the stimulus fueled gains masked underlying instability setting up a brittle recovery that began to unravel once international confidence in US fiscal management began to erode while Washington continues to focus on decoupling from China Canada has been subtly diversifying away from the US its largest trade partner by accelerating economic integration with Europe and the Indoacific in the first quarter of 2025 Canada finalized a digital currency interoperability agreement with the European Central Bank and Reserve Bank of Australia aiming to reduce swift dependency and enable direct digital settlements according to Reuters at the same time Ottawa expanded its critical mineral strategy signing long-term lithium and cobalt supply deals with Australia and the EU to bypass potential US export controls trade volume between Canada and the EU under CEDA grew 16% year-over-year while exports to the US fell 3.4% stats can reported as Canadian Finance Minister Christia Freeland recently told the Globe and Mail “Economic resilience today means not being overly dependent on any single economy even an ally canada isn’t turning against the US it’s hedging against its instability.” In January 2025 Trump imposed a 200% tariff on European wines in retaliation for EU data privacy fines against US tech giants triggering immediate backlash across the Atlantic france Italy and Spain jointly filed complaints at the WTO and moved to impose retaliatory tariffs on American pharmaceuticals medical devices and aircraft components according to the European Commission the US EU trade surplus in goods dropped by 13.6 6 billion within a month and Airbus CEO Guom Fry warned that if tensions escalate further aerospace supply chains on both sides of the Atlantic could grind to a halt at the same time California wine exporters suffered a 22% drop in EU sales within just a single quarter based on data from the US Wine Export Council JP Morgan analysts cautioned that the back and forth retaliation could spark a full-blown trade war with America’s most significant democratic trade partner what started as a symbolic swipe over wine has now turned into a serious gamble testing how far Trump is willing to push US trade policy for political gain in February 2025 the DC Circuit Court ordered the Trump administration to halt a new wave of punitive tariffs targeting South Korean semiconductor exports the court cited a lack of valid national security reasoning but Trump refused to comply the White House instead invoked section 232 of the Trade Expansion Act ignoring the court’s conclusion that there was no immediate threat this marked one of the few times a sitting US president has so openly defied a federal trade ruling yale law professor Bruce Aryan told the Wall Street Journal “This is no longer just a trade disagreement it’s a constitutional showdown.” Legal experts argue that section 232 was intended for emergencies not for strategic protectionist moves markets didn’t take the news lightly treasury yields surged by 29 basis points in just one day while foreign investors pulled 21.7 billion dollars from US equity ETFs according to LSA data the message to both allies and investors was clear washington’s rule of law might now be subject to negotiation then on March 2nd 2025 Chief Justice John Roberts made an unusual public statement warning against unchecked executive power in economic matters his remarks came after the Trump administration repeatedly bypassed court reviews on several tariff actions although the Supreme Court usually avoids stepping into political discussions Roberts emphasized that dismissing judicial oversight shakes global trust in American institutions his statement followed a surge in amicus curier briefs submitted by foreign governments alarmed by the declining predictability of US trade law according to the World Bank’s 2025 global governance index the US fell five places in judicial independence now ranking behind countries like Canada Germany and even Singapore investors responded immediately credit Swiss noted a spike in volatility premiums on US bonds with 5-year credit default swap spreads widening by 14 basis points overnight roberts wasn’t making a partisan statement he was signaling the markets the credibility of the US now depends not just on its economy but on whether its legal system can still restrain its leaders the dollar still makes up 54% of global foreign currency reserves but that’s down from 61.8% in 2020 and the trajectory shows no signs of reversing according to the IMF’s March 2025 report 13 central banks including those in Brazil Egypt and Indonesia have begun doing bilateral trade using local currencies or digital alternatives china’s crossber interbank payment system or CIPS handled more than $447 billion in non-dollar transactions last quarter up 34% compared to the previous year meanwhile the BRICS pay initiative supported by Russia India and South Africa is preparing for a full roll out in July 2025 offering a payment system outside of Swift former Fed Chair Janet Yelen speaking at the Council on Foreign Relations remarked “We’re entering a more fragmented monetary era dollar supremacy won’t disappear overnight but it’s no longer a given if more financial systems begin to work around the dollar the US loses more than just transaction fees it loses influence and what takes the place of that lost leverage a world without a central authority just contested zones of influence where economic rules are being rewritten in real time we’re glad you’re enjoying this video don’t forget to like and subscribe and check out another video now on your screen

Japan’s $1.7 Trillion Shock: Did Trump Just Break the Dollar? by i’s Workspace

OUTLINE:

00:00:00 The Shockwave
00:00:18 Why Is Japan Backing Away from the Dollar?
00:00:43 What Changed?
00:01:15 Trade Tensions and the EV Revolution
00:01:40 The Bond Market Strikes Back
00:02:29 Rising Yields and Dollar Doubts
00:03:32 A Worldwide Shift Away from the Dollar
00:04:28 $1.7 Trillion Lost
00:06:33 The Trump Economy Under Pressure
00:07:36 Hedging Against US Instability
00:08:40 US vs. Europe
00:09:49 Tariffs and the Rule of Law
00:10:53 Judicial Independence and Market Trust
00:12:04 The End of Dollar Supremacy?
00:13:11 What Comes Next?
00:13:21 Thanks for Watching!