◎“Dollar/Yen” The yen continues to depreciate! Import prices and materials continue to rise! Structural improvements are not progressing! “There is extremely high uncertainty about how much the yen is worth!”
The economic market is taking on the appearance of a battleground between the Bank of Japan (government) and the global market! It is no exaggeration to say that foreign funds hold 70% of short-term positions in TSE-listed stocks! What is the current state of Japan's finances? “Government debt 1,276 trillion yen,” “Bank of Japan holdings of government bonds 590 trillion yen,” “GDP 591 trillion yen,” and “tax revenue 69 trillion yen”! Even when viewed from the perspective of the "output gap" and "potential growth rate", it is undeniable that the Bank of Japan (government) is at a disadvantage in this game! …
◎「ドル/円」円安が続く！ 輸入価格と原材料は上昇し続けています！ 構造改善が進まない！ 「円の価値については極めて不確実性が高い！」
経済市場は日銀（政府）と世界市場の戦場の様相を呈している！ 東証上場株式の短期ポジションの7割を外資系ファンドが保有していると言っても過言ではありません！ 日本の財政は今どうなっているのでしょうか？ 「政府の借金1,276兆円」「日銀の国債保有額590兆円」「GDP591兆円」「税収69兆円」！ 「需給ギャップ」や「潜在成長率」の観点から見ても、このゲームでは日銀（政府）が不利であることは間違いありません！ …
◎“Dollar/Yen” The yen continues to depreciate! Import prices and materials continue to rise! Structural improvements are not progressing! “There is extremely high uncertainty about how much the yen is worth!”
The economic market is taking on the appearance of a battleground between the Bank of Japan (government) and the global market! It is no exaggeration to say that foreign funds hold 70% of short-term positions in TSE-listed stocks! What is the current state of Japan's finances? “Government debt 1,276 trillion yen,” “Bank of Japan holdings of government bonds 590 trillion yen,” “GDP 591 trillion yen,” and “tax revenue 69 trillion yen”! Even when viewed from the perspective of the "output gap" and "potential growth rate", it is undeniable that the Bank of Japan (government) is at a disadvantage in this game! …
◎「ドル/円」円安が続く！ 輸入価格と原材料は上昇し続けています！ 構造改善が進まない！ 「円の価値については極めて不確実性が高い！」
経済市場は日銀（政府）と世界市場の戦場の様相を呈している！ 東証上場株式の短期ポジションの7割を外資系ファンドが保有していると言っても過言ではありません！ 日本の財政は今どうなっているのでしょうか？ 「政府の借金1,276兆円」「日銀の国債保有額590兆円」「GDP591兆円」「税収69兆円」！ 「需給ギャップ」や「潜在成長率」の観点から見ても、このゲームでは日銀（政府）が不利であることは間違いありません！ …