Reignite the Yen’s Decline as Takashi Prime Minister? What Is Moving Behind the Scenes
Hello, I am Neko Kainu from Trade Idea Lab.
Well then, Asahi Beer, you’ve finally recovered, huh.
It stopped for a week due to a cyber attack, with damages of about 1 billion yen.
That’s an outrageous story.
While watching the news, a thought crossed my mind.
“Could this be Kirin (Giraffe)?” I mean, right? (laughs)
Of course, it’s a joke.
But you know, Asahi = Sumitomo Zaibatsu, Kirin = Mitsubishi Zaibatsu.
These two relations have long been famous for being “bitter rivals.”
It’s a bit of a stretch to say so, but (laughs).
But if you know about these “invisible power dynamics,”
the movements of the world start to make sense smoothly.
■ The world of trading also moves “behind the scenes”
In fact, the trading world has the same structure entirely.
Do you know who engages in currency intervention?
Yes, the Ministry of Finance.
In other words, they are in a position to fix the value of the yen at any time.
While we look at charts technically and think about this and that,
the “people above” have already decided the direction.
Of course they don’t say it officially.
But when they say “we’ll intervene,” and the market moves,
that’s evidence that there are people pulling the strings behind the scenes.
■ Now, about the USD/JPY today…
Wow, what a huge gap up!
I almost blew coffee out of my mouth when I looked at the morning chart.
There had been a political vacuum for a while, but
with Ms. Takaichi being decided as the Liberal Democratic Party leader,
the market has finally regained a sense of security.
The timing on the weekend was also perfect.
From Saturday night through Sunday’s news programs, I could prepare a lot (laugh).
Investors had plenty of time to brace themselves.
So at the start of the week, there was a big buy-in.
That’s how it went.
■ And one more piece of surprising news
Just now,
Deutsche Bank and Goldman Sachs
**“withdrew their recommendation to buy the yen.”**
This is a clear message, isn’t it?
That “the yen will trend weaker from here on.”
If the Takashi administration’s fiscal spending, tax cuts, and inflation-accepting mood strengthen,
naturally, the yen will be sold.
Overseas players are sensing this as well and are starting to move.
■ In short, the current market is a “prepared yen depreciation.”
This yen depreciation isn’t just a natural phenomenon.
It’s an “intentional trend.”
BoJ/Kyushu Ministry of Finance, and even foreign funds,
all are secretly oriented toward a certain direction.
So when you look at the charts,
they may move seemingly randomly,
but there is actually a well-laid script.
You might think, “That’s just conspiracy thinking …”
but
I think it’s safer to think that way.
In the trading world,
movement is driven by “invisible forces” rather than “visible information.”
■ So in tonight’s seminar…
I’ll go a bit deeper into the structure of this “hidden market.”
Why are currency interventions timed unpredictably?
Why can some funds act “before an announcement?”
And how should we individual traders
make the “hidden movements” our ally?
I’ll discuss all of this specifically in tonight’s seminar.
■ One last thing
Back to the story about Asahi and Kirin,
in the end, the business world and trading are designed for those who know both the “surface and the hidden.”
If you only trust the news, you’ll miss important parts.
That’s why we traders must train our ability to read the hidden.
This yen depreciation, too,
will be something only those who could read the hidden understand how to ride this wave confidently.
Now, are you ready?
The second act of the yen depreciation boom has begun.