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El mercado laboral de EE.UU. registró una ganancia más fuerte de lo esperado de 119,000 empleos en septiembre, incluso cuando la tasa de desempleo subió inesperadamente al 4.4%, según datos gubernamentales que se publicaron con mucho retraso el jueves.El informe, que originalmente estaba programado para principios de octubre, se retrasó seis semanas debido al cierre del gobierno federal, dejando a los mercados sin cifras laborales oportunas durante un período volátil.Lo Que Debes SaberLos EE.UU. añadieron 119,000 empleos, superando las expectativas de los economistas de 50,000.La tasa de desempleo aumentó al 4.4%, por encima del pronóstico del 4.3%.

🚨 JAPAN WILL CRASH THE U.S. DOLLAR IN 3 DAYS!!

Global Markets Are Entering A Sensitive Phase, And One Of The Most Underestimated Factors Right Now Is Japan’s Monetary Transition.

For Decades, Japan Operated Under An Ultra-Loose Monetary Framework.
Yield Curve Control Kept Domestic Yields Near Zero, Encouraging Japanese Capital To Flow Overseas In Search Of Returns.

That Era Is Gradually Coming To An End.

The Bank Of Japan Is Now Under Growing Pressure To Normalize Policy And Stabilize Its Domestic Bond Market.
This Shift Changes Global Capital Flows In Meaningful Ways.

HERE IS WHAT MATTERS ⬇️

Japan Is The Largest Foreign Holder Of U.S. Government Debt, With Holdings Exceeding $1.1 Trillion.
These Positions Were Built When:
• Domestic Yields Were Near Zero
• Currency Hedging Was Cheap
• Global Carry Trades Were Attractive

That Environment No Longer Exists.

Japanese Government Bonds Are Beginning To Offer Competitive Yields.
At The Same Time, Hedged Returns On U.S. Treasuries Have Become Less Appealing For Japanese Institutions.

This Creates A Structural Incentive:
Capital Slowly Moves Back Home.

WHAT DOES THIS MEAN IN PRACTICAL TERMS?

Japanese Financial Institutions Do Not Need To Panic.
They Simply Rebalance.

→ Foreign Bonds Are Reduced
→ Domestic Bonds Are Increased
→ Offshore Liquidity Gradually Tightens

This Is Not A Sudden Event.
It Is A Mechanical Process Driven By Yield Differentials And Risk Management.

WHY GLOBAL MARKETS SHOULD PAY ATTENTION

When A Major Creditor Adjusts Its Capital Allocation, The Effects Are Felt Broadly:
• U.S. Borrowing Costs Become More Sensitive
• Global Bond Markets Face Higher Volatility
• Risk Assets React To Liquidity Shifts

For Years, Japan Acted As A Global Liquidity Exporter.
That Role Is Slowly Reversing.

This Does Not Signal Immediate Disruption.
It Signals Transition.

THE BIG PICTURE 🧭

Markets Often Focus On Headlines.
Professional Investors Watch Capital Flows.

Japan’s Policy Normalization Is A Structural Change, Not A Short-Term Trade.
Its Impact Will Unfold Over Time, Not Overnight.

Staying Informed Matters More Than Reacting Emotionally.

Understanding These Shifts Early Is How Long-Term Capital Protects And Positions Itself In Changing Market Cycles.$BTC
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Nadie quiere decirlo. Pero la crisis de deuda de EE. UU. es real, y está a punto de drenar liquidez de cada mercado en el planeta. No tal vez. No eventualmente. Mecánicamente.
💥 EL NÚMERO QUE ROMPE TODO
El 25% de la deuda de EE. UU. vence en los próximos 12 meses.
Eso son más de $10 BILLONES que deben ser refinanciados. Sin retraso. Sin soluciones alternativas. Esta es la mayor pared de deuda en la historia moderna.
⚡ POR QUÉ AHORA ES PEOR QUE 2020
En ese entonces:
Tasas ~0%
El dinero era gratis
La liquidez fue interminable
Hoy:
Tasa de política ~3.75%
Los costos de endeudamiento se disparan