Topic brief
A Jiang Lens evidence brief for this topic, built from source tags, transcript matches, and linked source refs.
A transcript-matched topic anchored by excerpts such as "They're putting too much money, they're too much in debt. So the Chinese have been selling U.S. dollars, U.S. Treasuries. But the Japanese have..."
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A transcript-matched topic anchored by excerpts such as "They're putting too much money, they're too much in debt. So the Chinese have been selling U.S. dollars, U.S. Treasuries. But the Japanese have..."
Jiang defines the 'Yankari Trade' as a mechanism where Japanese banks lend to domestic corporations at effectively zero percent so those firms can buy higher-yielding U.S. Treasuries, helping drive Japanese Treasury accumulation.
"They're putting too much money, they're too much in debt. So the Chinese have been selling U.S. dollars, U.S. Treasuries. But the Japanese have..."
"Okay? Basically free money. So if you're a big Japanese corporation and you need money, you just go to the Japanese bank and they'll..."
"...Japan is investing in America because of something called the Yen Carry Trade. And this is one of the dumbest things in the world...."
"...lending it out at 5%. And it's something called the Yen Carry Trade. Okay? It's one of the dumbest things in the world. We..."
"...its rates for the first time and that breaks the japan carry trade so why is cayman island the number one lender to the..."
"hedge out the risks and so the japan carry trade is now being strategically weakened and that's pushed up the price of the long..."
"...increasing their interest rates, that's taking away the Bank of Japan carry trade. When you wage war on Europe and start saying they're the..."
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