This is the truth: Trump was stabbed in the back by a Japanese organization.

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The truth can sometimes be elusive.

The day before, the United States was still resolute, stating that there would be no leniency in global taxation and that tariff policies would never change; the next day, Trump announced a 90-day suspension of the tax increase…

What exactly happened behind the nearly 180-degree turn?

An undisputed fact is the unusual movements in the U.S. bond market.

I saw that CNN reported and commented that when the stock market plummeted and trillions in market value vanished, Trump remained unfazed and shrugged; but when the bond market panicked, he blinked and had to take action.

Trump cannot afford to be anxious.

Currently, the United States has $36 trillion in national debt. If the interest rate remains at 4.5%, the interest expense alone would account for one-fourth of the fiscal revenue in a year. If interest rates soar, this would be a significant loss that even Musk’s layoffs wouldn’t be able to offset, and there’s a real possibility that the United States could go bankrupt.

Trump himself admitted that the bond market is becoming “disturbing.”

In other words, the unusual movement in the bond market was the last straw that forced Trump to change.

Who is selling US Treasuries?

Many people’s first thought, and we won’t shy away from it: China!

China may have a thousand reasons to take action, but it really isn’t China.

I saw that Fox Business reporter Charles Gasparino disclosed during a live broadcast on the 10th that the reason for the rise in U.S. Treasury yields due to the selling of U.S. debt is not China, but Japan.

He said: “A manager from a large fund company told me that the reason for yesterday’s bond market sell-off was not China, but Japan. Japan is our largest holder of bonds… If there is a large-scale sell-off of bonds, it means people have lost confidence in the U.S. economy. That’s why we are implementing a 90-day tariff freeze. If you can’t sell your treasury bonds, the game is over…”

There is a lot of information, we can sort it out.

  1. The source of the news is Fox, which is a media stronghold that supports Trump. Any news unfavorable to Trump would not be possible to appear unless it is extremely reliable. Therefore, we see that when reporters disclose this news, they must also say: I am a patriot…

  2. The abandonment of US Treasury bonds and the sharp rise in interest rates are the key factors forcing Trump to change his course. We have already explained this above, so I won’t elaborate further.

  3. It is not China that is selling off, but Japan. This is also what surprised the Americans the most; just a few days ago, the Japanese government stated that it would not sell U.S. bonds; yet, as soon as they spoke, their actions followed, leaving Trump flustered.

  4. One point that must be mentioned is that I also saw a disclosure stating that although the sell-off was in Japan, it was not the Japanese government, but rather a Japanese bank. Due to the significant drop in the stocks heavily held by that bank, it had to sell U.S. treasuries to make up for the losses, essentially robbing Peter to pay Paul. But a Japanese bank is still in Japan.

  5. I saw that many American netizens criticized Japan and China for teaming up against the United States. This may not necessarily be the case. However, one thing I believe is true: the Fox reporter is right that if there is a massive sell-off of U.S. Treasuries, it means people have lost confidence in the U.S. economy. If you can’t sell your government bonds, the game is over.

But Trump is probably like a mute eating bitter herbs.

If what is said above is true, then this is actually a vicious cycle.

If it weren’t for him starting the trade war, the stock market wouldn’t have plummeted; if the stock market hadn’t plummeted, Japanese institutions wouldn’t be facing huge losses; if it weren’t for the huge losses, they wouldn’t have urgently sold U.S. bonds to close their positions; if they hadn’t sold U.S. bonds, U.S. bond yields wouldn’t have surged; if U.S. bond yields hadn’t surged, Trump wouldn’t have urgently adjusted the tariff policy…

Going in circles, I ended up getting myself caught in it too. It seems that Japanese institutions have tricked Trump, but in reality, it was Trump who tricked the investors.

So, what do you think?

Let’s keep it simple with three points.

First, even Trump has his weaknesses.

The stock market is a soft spot, and the bond market is even more so.

The sale of an institution can cause such a huge consequence; what if a country takes action?

From another perspective, let’s not talk about throwing it away. After all, the United States needs to operate and continue to issue government bonds. But if a country has lost all credibility, who would still dare to buy its government bonds?

I saw that CNN quoted an economist saying, “When you undermine your international relations, international investors are less likely to buy your assets – we saw some of that yesterday.”

Secondly, the supreme leader speaks with certainty.

I saw that, in response to the sudden turn in tariff policy, an American reporter asked Trump: “Why did you just say that tariffs would not be suspended, yet now they are suspended?”

Trump also insists: People must learn to be flexible and adaptable. I can say, there is a wall, and no matter what, I have to get through it. But if you keep going straight ahead, you can’t get past this wall; sometimes, you have to crawl under the wall, go around it, or climb over it…

I have to say, 1. Old Te’s eloquence is amazing; 2. Old Te has a knack for going through walls.

I see that some people, including the U.S. Treasury Secretary, are praising the President for his strategic planning, ultimately successfully targeting the East Grand, and so on.

It’s both laughable and frustrating.

Is this kind of constant change considered a success?

Thirdly, it’s really speechless.

Regarding this tariff, the Trump administration claimed that the tariff on us was raised to 125%. However, a day later, the U.S. clarified that it was a mistake, and the actual rate is 145%.

Although there is no essential difference between 125% or 145%, they are just numerical games. But with such important tariffs being mismanaged, what are these people doing?

Wall Street was so furious that it turned downwards, and the stock market plummeted again. Because of this kind of intimidation and extortion, the Chinese definitely won’t fall for it.

Oh, it’s not fair to say that the United States is only targeting China. Even the uninhabited Penguin Island has been subjected to tariffs by the U.S., hasn’t it?

No wonder Musk had to scold: Navarro, you are an idiot, dumber than a brick…

It’s not just Navarro; I just saw a video where the newly appointed U.S. Secretary of Education, Linda McMahon, was talking about AI (artificial intelligence, abbreviated as AI) education in schools, and she actually referred to it as A1.

AI, A1, they do look quite similar, but others are dumbfounded, asking what A2 and A3 are. This is the U.S. Secretary of Education, does she really understand AI?

Personal opinion, does not represent any institution.

Let’s just watch the show.

Look at this bustling world.

Happy

Just a 50 cents encouragement.

You continue

Go Japan

TRUMP0,16%
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