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Global market "nuclear bomb" detonates! Japan's "Mrs. Watanabe" sells off trillions of dollars in assets, Wall Street is in a panic! 一起来聊聊
The true market dominator may not be Wall Street elites, but "Mrs. Watanabe," who holds 15 trillion dollars in Japanese household assets. Today, this group of super housewives is becoming a "gray rhino" impacting the world.
💥 Logical chain:
1. The era of easy money is over: In the past, housewives borrowed yen at nearly zero interest rates, exchanged for dollars to buy U.S. stocks and bonds, earning interest rate spreads, a strategy even Buffett mimicked.
2. Central bank policy reversal: The Federal Reserve cuts interest rates, while the Bank of Japan raises rates for the first time in 30 years to 0.75%, rapidly narrowing the U.S.-Japan interest rate differential, fundamentally shaking the basis of arbitrage trading.
3. Forced liquidation triggers a tsunami: To repay yen loans, housewives must massively sell U.S. stocks and bonds, exchanging dollars back for yen. This is not a orderly retreat, but could trigger a trillion-dollar reversal causing a global asset stampede.
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⚠️ What does this mean?
When the most steadfast "buy and hold" force (household savings) turns to selling, its impact will far exceed institutional rebalancing. This massive capital return from the East is becoming the greatest uncertainty storm center for the global market by the end of 2025.
Wall Street trembles not from the interest rate hike itself, but from realizing: the real opponent is never in the trading hall, but in the kitchens and living rooms across the ocean.
