De zich ontwikkelende crisis in Japan

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De Japanse economie staat op het punt om in te storten, iets wat beleggers niet hadden zien aankomen.
Japan werd vroeger beschouwd als de meest betrouwbare schuldeiser ter wereld. Maar nu begint de economie op meerdere fronten te kraken.

Een instortende obligatiemarkt, inflatoire druk, externe schokken door een mogelijke handelsoorlog met de VS en een onmogelijke schuldenlast komen samen in wat wellicht de ernstigste economische crisis van Japan in decennia zal zijn.

Langzaam maar zeker begint de economische situatie in Japan de wereldwijde markten te schudden.

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Japan is the world's fourth largest economy, but it faces a long list of serious challenges. From an ageing and shrinking population to record levels of debt, weak productivity, and a fragile currency, Japan's economy is struggling to find growth.

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Op zondag 7 september 2025 17:49 schreef Ludachrist het volgende:
Yes, weer eens een financieel einde van de wereld topic.

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Op zondag 7 september 2025 17:57 schreef Twiitch het volgende:
Ik hoor al dertig jaar dat Japan op instorten staat.

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Op zondag 7 september 2025 19:04 schreef Perrin het volgende:
Japan is slechts de kanarie in de kolenmijn..

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Switzerland 10-Year Government Bond Yield
Switzerland 10Y Bond Yield 0.283%

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Op zondag 7 september 2025 20:44 schreef Glazenmaker het volgende:

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Sinds 2008 beloven veelal dezelfde mensen dat het hele systeem nu toch echt in korte termijn gaat klappen, dus koop goud van hun sponsoren.

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Op zondag 7 september 2025 21:02 schreef BEFEM het volgende:
Volgens mij is een heel hoog percentage van de staatsschuld in handen van Japanners zelf. Dat maakt het een stuk minder problematisch.

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Op zondag 7 september 2025 21:17 schreef BEFEM het volgende:

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Maar als die betalingen gaan dus ook gewoon naar Japanners, zij verdienen gewoon aan de overheid.

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Bank of Japan keeps interest rates steady, decides to start selling ETFs

Bank of Japan holds key rate steady at 0.5% as expected
BOJ to start selling down its holdings of ETFs and REITs
Two board members voted for a rate rise
BOJ Governor Kazuo Ueda sees gradual tightening if growth and inflation stay on track
U.S. President Donald Trump's tariffs seen as a key risk to outlook
Decision follows Fed cut on Wednesday, ECB holding steady last week

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Japanese Bond Yields Soar to 17yr Highs as 2yr Auction Sees Weakest Demand Since 2009
The US Treasury sells a massive $135 billion in government bonds today

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Many Japanese buyers now view Tesla’s EVs as far superior to Toyota’s because of their advanced technology, longer range, and strong charging infrastructure. In contrast, Toyota is seen as lagging behind due to its slow transition from hybrids to full EVs and limited electric vehicle options.

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Japan’s markets are on fire after Sanae Takaichi’s shock election upset

The yen’s crashing to historic lows, bonds yields are hitting record highs, and the Nikkei’s soaring—why is this happening, and what does it mean for US markets?

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once the world’s most unstoppable economic powerhouse — went from challenging the United States for #1 to entering a downward spiral it has never escaped. Behind the neon lights, bullet trains, and decades of technological brilliance lies an economy frozen in time: stagnant wages, shrinking cities, an aging population, and a silent crisis no stimulus has ever been able to revive.

We’ll uncover how the Plaza Accord, a soaring yen, and the burst of the 1980s mega-bubble triggered three “Lost Decades” that still haunt Japan today. From deflation and debt to zombie banks and dying towns, discover how a nation that once symbolized the future became trapped between perfectionism, demographic collapse, and a refusal to change.

From the rise of the post-war Japanese Miracle to the quiet decline shaping today’s reality, this is the story of why Japan’s economy never recovered — and why it may never return to the heights it once reached.

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Op zondag 16 november 2025 16:32 schreef Joopklepzeiker het volgende:

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Dit is geen nieuws, dit is gewoon zo'n hersenscheterig kutblog van de een of andere youtuber.

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Op zondag 16 november 2025 20:01 schreef ACT-F het volgende:

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Geen enkele groei is oneindig. Welvaart zorgt voor minder kinderen en daarmee de neergang. Elk land wacht hetzelfde lot.

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Op zondag 16 november 2025 14:23 schreef Tjacka het volgende:
De Japanners lopen in alles 30 jaar voor op Europa. Dus we gaan hier ook nog wat beleven.

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IMF revises Japan's economic forecast higher, sees gradual BOJ rate hikes
The International Monetary Fund (IMF) revised higher on Tuesday its 2025 economic growth forecast for Japan and projected the nation's central bank to gradually raise interest rates over the medium term to around 1.5% from the current 0.5%.
In its World Economic Outlook report, the IMF projected Japan's economy to expand 1.1% in 2025, up from 0.1% last year and higher than the 0.7% growth estimated in July. It expects economic growth to slow to 0.6% in 2026, up 0.1 percentage point from the projection made in July.

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Op zondag 16 november 2025 22:07 schreef SymbolicFrank het volgende:
De winstgevendheid van bedrijven en beleggingen is duidelijk het allerhoogste belang.

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What Is the Plunge Protection Team?
The "Plunge Protection Team" (PPT) is a colloquial name given to the Working Group on Financial Markets. Created in 1988 to provide financial and economic recommendations to the U.S. President during turbulent market times, this group is headed by the Secretary of the Treasury; other members include the Chair of the Board of Governors of the Federal Reserve, the Chair of the Securities and Exchange Commission and the Chair of the Commodity Futures Trading Commission (or the aides or officials they designate to represent them).

The name "Plunge Protection Team" was coined by The Washington Post and first applied to the group in 1997.

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Behind closed doors at the Fed's annual Treasury market conference, an urgent, unscheduled, hastily arranged meeting unfolds with Wall Street's top players. This happened just days ago, without any public notification until the story was broken by the FT on Friday night

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Op zondag 16 november 2025 23:08 schreef SymbolicFrank het volgende:

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Economisch onrendabele mensen maken dat efficiënt overhevelen veel te ingewikkeld. Want van een kale kip kun je niks plukken, maar als het mensen zijn kun je ze ook niet slachten. En dan moet je op de koop toe ook nog betalen voor hun levensonderhoud!

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Cantillon effect
describes how the distribution of new money in an economy causes relative price changes, benefiting those who receive the money first and disadvantaging those who receive it later.

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The Bank of Japan (BoJ) is the largest owner of Japanese stocks through its purchase of exchange-traded funds (ETFs). This program was a form of quantitative easing to stimulate the economy, but it has made the BoJ the largest shareholder in many major companies and raised concerns about market distortion. While the BoJ plans to eventually sell its holdings, this process is expected to take decades, meaning it will remain a dominant shareholder for the foreseeable future.

Quantitative Easing: The BoJ began purchasing stocks via ETFs in 2010 as a component of its "Abenomics" monetary policy to lower the risk premium and stimulate the economy.
Largest Shareholder: The BoJ's massive ETF purchases have made it the largest owner of Japanese stocks, surpassing the Government Pension Investment Fund (GPIF) and becoming a major shareholder in numerous major companies.
Market Impact: This ownership has raised concerns about market distortions and potential conflicts of interest.
Future Outlook: The BoJ has a plan to sell its equity holdings, but at a very slow rate (about ¥620 billion a year on a market-value basis), meaning it will take over a century to sell everything. Its ongoing ownership will continue to affect corporate governance and financial stability.

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Governments say they work for your financial freedom -- but history tells a different story. From Rome debasing its silver coins to modern inflation, bailouts, and quantitative easing, the real pattern is clear: financial systems are designed to keep the majority broke while wealth and power flow upward.