Japan has directly overturned the table this time! The Finance Minister has issued a stern warning: holding $1.1 trillion in US Treasury bonds, which is a negotiation chip that can threaten the life of the United States.
In my opinion, this is not an implication, but a clear warning: if you dare to raise tariffs, I will dare to crash the US Treasury bonds! The yield on the 10-year US Treasury bonds has skyrocketed to 4.3%, just a step away from the dangerous line of 4.5%.
At that time, the Trump team was boasting about achieving a 'historic breakthrough,' but Japan didn't utter a word throughout the process, not even signing a formal document. Looking beyond the surface, this is not a successful negotiation; it is clearly a breakdown! The representative sent by Japan, Ryo Akizawa, is not even the Finance Minister, and his rank is three levels lower than that of the US representative, Bessent. The atmosphere here is clearly not for negotiation but rather just to fulfill a duty.
Trump, that old rascal, even played the businessman’s trick by suddenly interrupting the negotiation for a 50-minute private talk with Ryo Akizawa. In my opinion, this move was incredibly foolish; Japan saw right through the US's eager desire to sign an agreement and naturally raised the price. What’s even more absurd is the conditions proposed by the US: first, let Japan pay more protection fees, then force Japan to buy US agricultural products, energy, and arms, and finally, accept tariff and investment terms. This is not negotiation, it is clearly extortion!
The most outrageous is that 'undetermined clause'; Trump actually wanted Japan to sign on a blank piece of paper, leaving the conditions to be filled in later. This operation is reminiscent of a domineering girlfriend forcing her submissive boyfriend to sign an unequal treaty! Japan has been financially strained in recent years; how can it withstand such turmoil? As a result, just when the US announced 'successful negotiations,' Japan immediately threw out the nuclear bomb of US Treasury bonds, slapping the US in the face.
The US originally planned to use Japan as a model to force other countries to submit, ultimately aiming to encircle China. Now, it turns out that the dog they raised has turned against them, and other allies will not obey either. Now the US is in a dilemma: continue to drag out with allies or can't afford to prolong the tariff war.
I am preparing and listing some suitable currencies for bottom fishing as a plan for flipping and doubling, rather than fighting alone, it is better to work together in difficult times, those who understand can come.