đšđ„ BOOM! THE JAPAN FINANCIAL BOMB JUST EXPLODED đŁđ„
The Bank of Japan DROPPED A NUCLEAR TRUTH BOMB this morning! đ„
At the December policy meeting summary released December 29, one board member confessed:
"Japan's real policy interest rate is BY FAR the lowest level GLOBALLY!" đ±
They CRANKED rates to 0.75% đ„ â the highest since 1995!
And Governor Ueda's signal? THEY'VE ONLY JUST STARTED! đ More hikes incoming as real rates stay "significantly negative" đ
Wall Street is CLUELESS â here's the MERCILESS reality about to UNLEASH HELL: đ
â 30-year JGB yields SMASHED to ALL-TIME RECORD 3.45% last week! đđ (Not "high" â HISTORIC HIGH!)
â $14.2 TRILLION in yen derivatives about to REPRICE in CHAOS âĄ
â Japanese life insurers: 54% UNHEDGED on foreign bonds â MASSIVE losses incoming! đ©ž
â Regional banks drowning in „3.3 TRILLION unrealized losses (UP 260% since March 2024!) đđ”
â US office CMBS delinquencies HIT 11.76% đ„ â WORSE THAN 2008 CRISIS PEAK! The contagion is REAL!
Norinchukin ALREADY BLEW UP â ïž â $12.6 BILLION loss, dumped $63 BILLION foreign bonds...
Only to "pivot" into $63 BILLION CLOs? đ They didn't kill the risk â they just MOVED THE BOMB! đŁđïž
Germany just SNATCHED Japan's crown as world's LARGEST CREDITOR â first time in 34 years! đđ©đȘ The empire is FALLING!
August 2024 was the WARNING SHOT: Nikkei CRASHED 12.4% IN ONE DAY đ VIX spiked to 65.73! đ±
That was the TRAILER...
Q1-Q2 2026? THE FULL-APOCALYPSE FEATURE FILM! đ„đ„đ„
BOJ's own words: "Still CONSIDERABLE DISTANCE to the neutral rate!"
Translation: 100-175+ basis points MORE coming! đđ
Watch the BASIS trades implode đ Watch the YEN surge đą Watch regional banks CRUMBLE đŠđ„
The 35-year monetary fantasy is DEAD AND BURIED â°ïž
The tide has TURNED â forever!
POSITION ACCORDINGLY, or get WRECKED! â ïž
