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Japan to weaken Yen with ESM bonds - positive for gold

derrybderryb Posts: 36,978 ✭✭✭✭✭
Announced very early Tuesday:

The race to the bottom in the currency wars continues with Japan's announcement that it will be purchasing (amount not yet released) European Stability Mechanism (ESM) bonds and euro-denominated sovereign debt to weaken the yen. This will strengthen the euro which is 47% of the dollar index weight. A stronger euro results in a weaker dollar index. Gold has historically moved in an inverse relationship with the dollar index.

Now where did I put those truck keys? The wife must have hidden them.

Japan to Buy ESM Bonds as Abe Steps Up Bid to Weaken Yen

The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

Comments

  • derrybderryb Posts: 36,978 ✭✭✭✭✭

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • cohodkcohodk Posts: 19,217 ✭✭✭✭✭


    << <i>But wait, there's more!

    Unintended consequences: If Just 1% Of Japanese Pension Assets Shift Into Gold, The Gold Market Would Explode >>




    And if the queen had balls she'd be king.

    Of course increased demand would cause prices to rise. But why would the Japanese funds want to buy gold, when they need to pay interest and dividends to its shareholders? Simple answer, they wont buy gold. They will buy European and US debt which has a yield. Even the Japanese buying European debt is proof that there is a coordinated effort to keep the US dollar weak. The demand for US dollars is insatiable. The WORLD NEEDS a weak US dollar. May the force be with them (foreign central banks).
    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    Isn't it clear by now? everything is positive for gold... except possibly the prices, which peaked back in 2011 and have yet to recover. image

    Liberty: Parent of Science & Industry

  • derrybderryb Posts: 36,978 ✭✭✭✭✭
    Things have never been more positive. image

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • derrybderryb Posts: 36,978 ✭✭✭✭✭


    << <i>

    << <i>But wait, there's more!

    Unintended consequences: If Just 1% Of Japanese Pension Assets Shift Into Gold, The Gold Market Would Explode >>




    And if the queen had balls she'd be king.

    Of course increased demand would cause prices to rise. But why would the Japanese funds want to buy gold, when they need to pay interest and dividends to its shareholders? Simple answer, they wont buy gold. They will buy European and US debt which has a yield. Even the Japanese buying European debt is proof that there is a coordinated effort to keep the US dollar weak. The demand for US dollars is insatiable. The WORLD NEEDS a weak US dollar. May the force be with them (foreign central banks). >>


    they're pension funds and they would want to buy gold for the same reason as any other savy investor. As pointed out in the link the investments are in paper ETFs. No reason annuities (not interest and dividends) could not be paid from the investment. At least you now acknowledge that there is a race to the bottom in the currency war and that there is in fact a currency war. Glad to see you coming around.

    The world is weaning itself from US dollars (which you will eventually acknowledge) and a need for weak dollars.

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • cohodkcohodk Posts: 19,217 ✭✭✭✭✭
    (which you will eventually acknowledge)

    When I see proof, then yes. So far I only see INCREASED demand for US dollars. Someday you will acknowledge that.
    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,978 ✭✭✭✭✭


    << <i>But why would the Japanese funds want to buy gold, when they need to pay interest and dividends to its shareholders? Simple answer, they wont buy gold. >>



    Japanese pension funds already buying gold, expected to double down.

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • OperationButterOperationButter Posts: 1,672 ✭✭✭
    "Japanese pension funds, the world’s second-largest pool of retirement assets after the U.S., will more than double their gold holdings in the next two years as the new government pushes for a higher inflation target, according to an adviser to the funds."

    Im curious how many oz they have in total in their holdings and how much we are really talking about in the "double down" reference here. Still interesting, thanks for the links D
    Gold is for savings. Fiat is for transactions.



    BST Transactions (as the seller): Collectall, GRANDAM, epcjimi1, wondercoin, jmski52, wheathoarder, jay1187, jdsueu, grote15, airplanenut, bigole
  • cohodkcohodk Posts: 19,217 ✭✭✭✭✭
    I've said many times I believe there is an effort to keep the dollar weak. I never said there is a race to the bottom.

    The bullish rhetoric is beginning to sound of desperation.
    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,978 ✭✭✭✭✭
    As many nations attempt to weaken their currency to improve exports and generate production they must also respond to competing currency being weakened for the same reasons. I view this as "a race to the bottom."

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • JustacommemanJustacommeman Posts: 22,847 ✭✭✭✭✭


    << <i>"Japanese pension funds, the world’s second-largest pool of retirement assets after the U.S., will more than double their gold holdings in the next two years as the new government pushes for a higher inflation target, according to an adviser to the funds."

    Im curious how many oz they have in total in their holdings and how much we are really talking about in the "double down" reference here. Still interesting, thanks for the links D >>



    By country Japan ranks 9th at about 800 tones. If they doubled that it would move them ahead of China (if they stand pat) into 6th but still 1000 tonnes behind the French who are currently 5th. The US is reported to have 10,000 tonnes and ranks 1st.

    MJ
    Walker Proof Digital Album
    Fellas, leave the tight pants to the ladies. If I can count the coins in your pockets you better use them to call a tailor. Stay thirsty my friends......
  • derrybderryb Posts: 36,978 ✭✭✭✭✭


    << <i>

    << <i>"Japanese pension funds, the world’s second-largest pool of retirement assets after the U.S., will more than double their gold holdings in the next two years as the new government pushes for a higher inflation target, according to an adviser to the funds."

    Im curious how many oz they have in total in their holdings and how much we are really talking about in the "double down" reference here. Still interesting, thanks for the links D >>



    By country Japan ranks 9th at about 800 tones. If they doubled that it would move them ahead of China (if they stand pat) into 6th but still 1000 tonnes behind the French who are currently 5th. The US is reported to have 10,000 tonnes and ranks 1st.

    MJ >>


    MJ, aren't those central bank holding numbers and not pension fund holdings as being discussed?

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • JustacommemanJustacommeman Posts: 22,847 ✭✭✭✭✭


    << <i>

    << <i>

    << <i>"Japanese pension funds, the world’s second-largest pool of retirement assets after the U.S., will more than double their gold holdings in the next two years as the new government pushes for a higher inflation target, according to an adviser to the funds."

    Im curious how many oz they have in total in their holdings and how much we are really talking about in the "double down" reference here. Still interesting, thanks for the links D >>



    By country Japan ranks 9th at about 800 tones. If they doubled that it would move them ahead of China (if they stand pat) into 6th but still 1000 tonnes behind the French who are currently 5th. The US is reported to have 10,000 tonnes and ranks 1st.

    MJ >>


    MJ, aren't those central bank holding numbers and not pension fund holdings as being discussed? >>



    You are correct. I had Central banks on my mind. MJ
    Walker Proof Digital Album
    Fellas, leave the tight pants to the ladies. If I can count the coins in your pockets you better use them to call a tailor. Stay thirsty my friends......
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