美日要决裂？日本宣布加息，美国成最大输家，36万亿美债即将崩盘

Group 1 - Japan's interest rate hike from 0.5% to 0.75% marks the end of a 30-year low-rate policy, which poses a significant challenge to the US financial system that relies on Japan's low rates [2][3] - The expectation of Japan's interest rate increase has led to a surge in speculation, with an 80% probability of the hike and a similar probability for potential US rate cuts, prompting investors to sell US Treasuries to avoid increased financing costs [5][7] - Japan's decision to raise rates is seen as a rebellion against the US, as Japan realizes that the US has not fulfilled its security commitments and has exploited Japan's wealth through financial means [9][11] Group 2 - Japan's economic situation, with a GDP contraction of 2.3% and a government debt ratio exceeding 220%, has made the rate hike a necessary but painful decision to combat perceived injustices from the US financial system [11] - The interest rate hike will strengthen the yen, negatively impacting Japan's export-driven manufacturing sector, while providing an opportunity for Chinese manufacturers to capture market share as Japanese products become more expensive [12] - China, with its stable monetary policy and ample foreign reserves, is positioned to become a safe haven amid global financial turmoil, attracting investors as they move away from US debt [13]