Lukas Ekwueme(@ekwufinance):By starting the Iran war, the US choked one of its major funding sources... Japan. - Japan imports 100% of its oil - ~95% of those imports came via Hormuz Inflationary pressures in Japan were already building prior to this war. Now they've gotten even worse. To keep rates from surging and the yen from falling, Japan has spent over $100B, mostly by selling USTs. This put upward pressure on US yields, which forced Bessent to step in, partner up with the BoJ and intervene in the yen... And start laying the groundwork for QE for Japan. The US created the conditions that threaten its own financial empire and is now busy trying to fix them on the fly.

2026.08.10 19:12

By starting the Iran war, the US choked one of its major funding sources... Japan. - Japan imports 100% of its oil - ~95% of those imports came via Hormuz Inflationary pressures in Japan were already building prior to this war. Now they've gotten even worse. To keep rates from surging and the yen from falling, Japan has spent over $100B, mostly by selling USTs. This put upward pressure on US yields, which forced Bessent to step in, partner up with the BoJ and intervene in the yen... And start laying the groundwork for QE for Japan. The US created the conditions that threaten its own financial empire and is now busy trying to fix them on the fly.