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The scary truth behind US support for the yen and Fed inaction

The ingredients for some sort of American financial crisis are falling into place, disguised for now – but also compounded – by the AI bubble.

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afr.comStai leggendo5 g fa

The scary truth behind US support for the yen and Fed inaction

US Treasury increasingly funded by leveraged hedge funds instead of stable foreign lenders—markets fear the Fed cannot raise rates to combat inflation without financial collapse. This fragility, masked by AI hype, signals policy instability requiring vigilance on macroeconomic risks for capital and hiring decisions.

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scmp.com3 g fa

Opinion | Just like with the yen, America cannot save the AI bubble

US-Japan yen intervention aimed to protect the AI bubble from rising Treasury yields; Japan's structural problems—Chinese EV competition, 270% debt-to-GDP, energy crisis—force ongoing Treasure sales. US borrowing costs will rise.

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The scary truth behind US support for the yen and Fed inaction

Opinion | Just like with the yen, America cannot save the AI bubble

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The scary truth behind US support for the yen and Fed inaction

Opinion | Just like with the yen, America cannot save the AI bubble