All predictions · Global Economy

P113
The yen carry trade will collapse, forcing Japan to repatriate money from US treasuries

What Jiang said

“As the political geopolitical situation gets worse and worse, Japan has no choice but to repatriate its money back from the United States. Basically selling US treasuries.”

Analysis

Japanese banks lend at 0% for corporations to buy US treasuries at 5%; as geopolitics worsens, Japan must sell treasuries

Source lecture

• Game Theory #27

Status history

• 2026-05-22 · Pending (glm)

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