⭐️ Most of the world money situation can be explained by the supply and demand situation of US bonds. The current composition is like this Pow ❗️
☑️ We are in the process of collecting money for 1 trillion dollars of newly issued US bonds due to a debt limit breakthrough
☑️ In Japan, libarepo (MMF), bank surplus funds (reserves), pensions, etc. are at the top
☑️ Needless to say, I'll let them buy it overseas at a diplomatic barter centered on Japan
☑️ Domestic money is plentiful due to the COVID-19 legacy, and Broad Money (M3) is 1.3 times larger than before COVID-19. The net surplus obtained by subtracting GDP from M3 is also thicker than before COVID-19.
☑️ Next is interest rates, but I want to make interest payments as low as possible in light of government spending in the future
☑️ Searching for a policy shift in inflation and dollar depreciation due to the expansion trend of energy exports to the EU due to the exclusion of Pooh
☑️ Procurement by the end of the year is unavoidable, but plans to have Grandpa Pau cut interest rates from next year onwards and convert them to procurement costs and depreciation of the dollar are delusional Pow Pow ‼️

⭐️ The proxy FF rate calculated by the San Francisco Federal Reserve Bank has risen to 6%, indicating a tighter actual situation than the current Fed funds rate suggests. Moreover, the Taylor Rule (policy interest rate level corresponding to inflation and unemployment rates) has also reached the implied level, so the necessity for further rate hikes is decreasing. Maybe just one more hike‼️

The US insurance and investment company Berkshire Hathaway raised the investment ratio of 5 Japanese trading company stocks. Excluding corporate shares held by each company, the average holding ratio is over 8.5%.
It is said that the total value of shares of the five companies ITOCHU Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., and Sumitomo Corporation greatly exceeds the value of shares of listed companies in any country held by Berkshire other than the United States.
There is a possibility that the investment ratio will be raised to 9.9% for any of the five companies, but there are no plans to make further investments unless there is special approval from the board of directors of the investee companies.
Mitsubishi Corporation 6.59% → 8.31% (+ 1.72%)
ITOCHU 6.21% → 7.47% (+ 1.26%)
Mitsui & Co. 6.62% → 8.09% (+ 1.47%)
Marubeni 6.75% → 8.30% (+ 1.55%)
Sumitomo Corporation 6.57% → 8.23% (+ 1.66%)
It was decided that there is a possibility that the investment ratio will increase to 9.9% for the purpose of long-term ownership.
According to Berkshire, the current shareholding ratio is average8.5%It is strong, and the total investment amount is the largest among listed stocks outside the US.
The stock prices of the five major trading companies have all risen by 30% or more since the beginning of the year.
Marubeni is...

⭐️ You can tell if there's a surprise weapon gun tomorrow by watching this, Pow. If the short sales chat group had sniffed out the YCC hike, they would probably sell more than 0.5%, but there's no sign of that so far, Pow. The point is that when I'm surprised, there's no information I've sniffed out so far, Pow ‼️