Jump to content
House Price Crash Forum
Sign in to follow this  
undersupply

Will Japan Cause Hpc In Usa?

Recommended Posts

One of the more important aspects to global growth has been the "quantitative easing" policy of the Bank of Japan. Basically, they have put about ¥30 trillion into the world since 1999, with ¥20 trillion of that coming since 2003. They have flooded the world with liquidity, at almost exactly the same time as the US Fed was aggressively lowering rates. Japan has been a main source of capital and savings for the world. Now that looks like it is going to change. My friends at GaveKal give us a succinct picture of what is happening. After that we will look at why you should care about Japanese bank policy.

Yes, everyone is waiting to see what the BoJ does.

Share this post


Link to post
Share on other sites

straight answer to the question is NO!!!...japan won't cause it.

...if jap IR's rise then it will only be by a small amount,US will increase rates proportionately more......which keeps the carry-trade alive.

...something external(oil embargo/political outrage against invading iran?) will cause the US to implode.

Share this post


Link to post
Share on other sites

straight answer to the question is NO!!!...japan won't cause it.

...if jap IR's rise then it will only be by a small amount,US will increase rates proportionately more......which keeps the carry-trade alive.

...something external(oil embargo/political outrage against invading iran?) will cause the US to implode.

They don't actually have to raise IRs to have an impact, they just have to stop printing as much money.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
Sign in to follow this  

  • Recently Browsing   0 members

    No registered users viewing this page.

  • 301 Brexit, House prices and Summer 2020

    1. 1. Including the effects Brexit, where do you think average UK house prices will be relative to now in June 2020?


      • down 5% +
      • down 2.5%
      • Even
      • up 2.5%
      • up 5%



×
×
  • Create New...

Important Information

We have placed cookies on your device to help make this website better. You can adjust your cookie settings, otherwise we'll assume you're okay to continue.