Group 1 - The core argument of the article is that Japan's decision to raise interest rates in December is a dual response to both the lack of support from the U.S. and the rising domestic inflation, which could significantly impact the global financial landscape and U.S. Treasury bonds [1][9][29] - Japan's central bank, led by Governor Kazuo Ueda, announced plans to raise interest rates from 0.5% to 0.75%, marking a significant shift after nearly 30 years of near-zero rates, which has implications for global capital flows [3][9][15] - The article highlights that Japan's economy has been stagnant for three decades, largely due to the U.S. benefiting from Japan's low-interest rates, allowing capital to flow into U.S. Treasury bonds without significant cost [5][11][19] Group 2 - Domestic inflation in Japan has surged, with essential goods like rice increasing by 40.2% and coffee beans by 53.4%, prompting the need for interest rate hikes to control rising living costs [11][13][19] - The anticipated interest rate hike is expected to lead to a significant sell-off of U.S. Treasury bonds by Japan, which could destabilize the U.S. bond market, as Japan has been a major buyer of these bonds [15][21][25] - The article suggests that while Japan's interest rate increase may not trigger a financial crisis like last year, it will still create volatility in global financial markets, necessitating caution from investors [25][27][29]
日美反目!特朗普准备换掉鲍威尔,中方持续抛美债,切中美国命脉
Sou Hu Cai Jing·2025-12-08 12:55