Japan's Debt Reality Check 📊
Japan's long-term interest rates look artificially low compared to other developed nations. Why? The Bank of Japan keeps buying massive amounts of government debt to suppress yields.
The Problem:
Japan has 240% debt-to-GDP (Germany has 65%)
Yet both countries have nearly identical 30-year bond yields
This massive mispricing shows how distorted Japanese markets really are
The Dilemma: Japan can either:
Let markets set rates → Higher yields but stabilizes the Yen
Keep capping yields → Continues currency collapse
More stimulus won't solve this. It's time for policymakers to face the uncomfortable truth: Japan's debt situation is far more precarious than the numbers suggest.
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