Duration 11:54

Japan Shocking New Policy Puts The US Economy Is At Risk

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Published 28 Jul 2023

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Comments - 107
  • @
    @bonitagails10 months ago George is not fostering fear. Crash of 2009 caused loss of 401K, cut in hours, cut in pay, home lost it's value and had to work part-time at McDonalds to support my family. I will never be caught flat footed again. Live your life but have a plan. Keep up the good work Rebel Capitalist. ... 33
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    @graceocean832310 months ago Over the past 15 years since the Great Financial Crisis, there have been a number of transactions including both strategic investors and private equity; frequently, the PE component was not 100% and the capital raising were much lower than $400 Million; money travels fast from the impatient to the patient. The toughest challenge for investors is keeping their emotions under control during losses and making the appropriate investments at the right moment. ... 22
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    @israelelohim446910 months ago Even Alan Greenspan knew that the system would collapse..... They just decided to play it out until it fell. Printing money out of thin air. 2
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    @CatarineausArmory10 months ago They cannot both be right, but they can both be wrong.... 2
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    @sk199610 months ago The target was 50 bps before and it’s 50 bps now. Ueda is Western educated and is Westernized. Kuroda (previous BOJ chair who just retired) was old school Japanese. That’s the difference. Probably hard for an American to understand. It’s called “face” in Asian culture. Kuroda was trying to save face by pretending the range was -50 to +50. Ueda is straightforward and is telling it like it is. ... 3
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    @RobotsCanDoAnything10 months ago Wow George, thank you for bringing us that piece of information.
    Love your work.
    2
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    @boshiij344910 months ago Now they announced unscheduled buying of bonds lol
  • @
    @paulsharkey790210 months ago It’s not working the last time I checked. It worked a little earlier this morning but it went back 1
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    @gillinemail980010 months ago Can't believe you compared NBC to Zerohedge.😮 1
  • @
    @jaygatsby110 months ago George should practice with an egg timer. Finish before sand run out - good. Still yammering with sand gone - bad.
  • @
    @emperorsnewclothes242910 months ago Any updates on Tether? I haven't heard much about it lately?
  • @
    @AndrewMoraller10 months ago Market is on fire. Who would have guessed? Oh me
  • @
    @darthnegativehunter86599 months ago the reality is that the fed has not taken into consideration the fact taht other countries don't want to have inflation either.
    so the effects of the interest rates will be much less, the damage will be much higher for the same rate while the effectiveness goes down. ...
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    @ricj61910 months ago The carry trade is happening with the MXN peso. Currently, yen is being swapped for mxn pesos and buying MXN bonds that yield over 11.5 percent. The peso has been up significantly against the dollar. The only reason somebody would buy UST’is if their book does not allow to purchase anything other than UST’s. Won’t make a bit of difference to the BOJ if rates even went to 3 percent on the long end.Japan has been doing YCC for over 20 years and it hasn’t changed much in their economy. reason being is because they actually export things people want. They may not have growth but people can always leverage debt to get yield elsewhere. In fact I would guess the Fed will replicate the same playbook because I think Powell and Benny B showed the Japanese the cheat code on how to manipulate rates long ago. ... 3
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    @theceltbeserk110 months ago I don't think Japan gives a hoot about what Powell would want or about rates in the US. It will do what is best for Japan. Everything else is just coincidental.
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    @kthmalloy1610 months ago This is so Japan. Try and please the government that overspends and try and please the people who have inflation for the first time in 30 years. I think it's a domestic move actually.
  • @
    @CARPHUNTER6210 months ago what was going on with gold 3:00 am to 8:30 am 7/28/2023? 1
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    @dancrowley-202310 months ago When Sunday livestream with the ordinary folks ?
  • @
    @hawkkim197410 months ago I don't agree JP wants 10 year yield to go up.
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    @idiot11ss10 months ago Weston nakamura on blockworks macro goes in depth with Japan fed and the interworkings.
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    @extinctreminant10 months ago Actually, if I understand it right it's because the Japanese yen is getting ripped apart. The BoJ's preferred method of stimulus is controlling the yield on the 10 year and if you look at the USD vs JPY since March of 2022 the yen has been getting destroyed by the US dollar. In December the BOJ adjusted its yield curve control from +/- 0.25% to +/- 0.5% and if you look at the USD/JPY chart it caused the yen to gain considerable strength for about one month. Then the yen began marching off that cliff again. This is no surprise and as long as the Fed keeps rates high the BoJ will continue to adjust policy. ... 4
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    @rpietryk469010 months ago Or a day at the swamp their happy place
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    @reinhard757210 months ago Japan wants in the BRICS world ....Mark my words 6
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    @genebarker102310 months ago Thank you for your insights and presentations, they are a great help to me. I think you may have misread the paragraph, as I read it, the position was to add an additional 50 basis points so that it could swing toe plus or minus 100 basis points. Thanks again for your insights. ...
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    @aaronb869810 months ago What if Japan had a gold standard and they had 100 year bond backed by gold and with high rates?
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    @seewaage10 months ago Someone brought up this sort of arbitrage opportunity at the Limitless Expo this year.
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    @Neosin110 months ago This is going to have HUGE implications on the markets... MAYBE... 😂😂😂
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    @josephpurdy839010 months ago The Department of the Treasury announces default on a few 10 year treasuries. The Bank of Japan can then buy a bunch of them as the interest rate rises. This may calm fears and slow the rate rise expected from uncertainty. The spread will be greater and potentially more profitable through arbitrage. The number of options are limited, and getting what they want is going to require risk. The same goes for many businesses where there are no certainties. ... 2
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    @minime804810 months ago Still doesnt address the 33 trillion and more , The US can never pay back 😋 1
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    @klausschwab680810 months ago Spx puts i was in went from 1.40- 50$ due to this.
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    @hb49010 months ago The Western financial system is a big cesspool.
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    @BrianFrenchinternet-marketing10 months ago Yellen issuing nothing but T-bills is working against monetary policy tightening. 1
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    @timothynorton613710 months ago Maybe Japan wants to strengthen the Yen sk if the dollar takes off again they don't need to waste their dollars on defending it.
    If thet isn't necessary or conditions dictate they can go back to zero without an announcement. ...
    1
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    @glowwurm936510 months ago I’m not sure you’re right, I don’t think they want the 10 year to go up… if that spikes then not only will mortgage rates rise but the equity market collapses!! If anything I think they’d prefer short term up yields to remain elevated for longer. ...
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    @brentwilbur10 months ago You heard it from the Rebel Capitalist first! Japanese monetary policy is tuck-friendly.
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    @anonmon623610 months ago Never heard George talk about portfolio sizing etc. Last I saw he was in %100 T-bills in his model portfolio and is at risk of getting left behind hoping for a market crash. 1
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    @Vyas41710 months ago George almost got me sold my house during early Covid crash. Luckily i was lazy and did not panic sale. He could be right this time considering even broken clock is right three times a day
  • @
    @philstacy10 months ago The risk of being a rebel is minimized by living in a country with lots of free bugs to eat. 1
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    @Player-uq9et10 months ago Japan find safety in numbers by joining the Brics
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    @jaym984610 months ago Not sure why poor people are complaining about 2% inflation.
    The rich now have to pay 50 to 100% more for stocks.
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    @Erikpdx10 months ago "Or could...maybe" rolls eyes
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    @latitudetwentyfive10 months ago Not a good look when the thumbnail contains a grammatical error.
  • @
    @stevebobamerican863510 months ago Really reduces the veracity & integrity of your message when the title of video has multiple typos and grammatical errors.
  • @
    @kevinsosa132810 months ago George I been following you for awhile and l love your work but you have been bearish as of lately
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    @afterdark682210 months ago I thought Japan had almost no inflation for decades and wanted their economy to run hot. If so, why would they raise interest rates?
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    @anthonyferris891210 months ago But the long end of the yield has trended up and I'm sitting on the losses to prove it.
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    @phifu710 months ago seems irrelevant when japan has twice as much debt, half the population, much lower gdp total but higher gdp per capita i believe. they have more debt but their people and cities have more money invested in them. so what if they raise japanese interest rates, the japanese are more likely to pay it back than americans ...
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    @shaileshparikh692010 months ago Hotshot, based on media, IT WILL BE GRADUAL - Explain why market shot up tiday@
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    @cordencrypto601710 months ago My advice to everyone panicking right now is to look at history, If the stock market could recover from the 2008 financial crisis and the Dotcom crash, Definitely the market would get through whatever comes next as well. 3
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    @simonepecoretti369010 months ago You are a very nice guy but you don't have a proper understanding of financial issues and get easily misled