Recently, I saw an interesting viewpoint on YouTube, so I will briefly record and organize it:
Japan may soon enter an interest rate hike cycle.
For the past decade or so, Japanese banks have maintained a zero interest rate or even negative interest rates.
This makes the "cost" of Japanese funds very low.
The essence of finance is to borrow money at a low cost and invest it in high-yield assets to earn interest rate spreads.
In such an environment, Wall Street and various institutions have borrowed large sums of money from Japan at extremely low interest rates over the past decade, and then in
Japan may soon enter an interest rate hike cycle.
For the past decade or so, Japanese banks have maintained a zero interest rate or even negative interest rates.
This makes the "cost" of Japanese funds very low.
The essence of finance is to borrow money at a low cost and invest it in high-yield assets to earn interest rate spreads.
In such an environment, Wall Street and various institutions have borrowed large sums of money from Japan at extremely low interest rates over the past decade, and then in
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