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Japan should announce a plan where it uses the interest income on the MoF's considerable holdings of US assets (in their reserve portfolio) to buyback the long end of the Japanese curve. 1/ <a target="_blank" href="https://twitter.com/johnarnold/status/2013729494528307522" color="blue">x.com/johnarnold/sta…</a>
MoF realizes a tiny fraction of the massive gain on its reserve portfolio (ought at 80-100 JPY to the USD) -- win for JP's taxpayer and MoF buybacks a portion of its nominal debt stock at a massive discount (another win for JP's taxpayer) 2/
Huge fan of Mr. Arnold's twitter feed by the way -- But no country with $2 trillion (MOF + GPIF) in sovereign foreign assets and a postal savings bank that holds more foreign than domestic assets is going bust ... 3/
Sorry doomers. Gotta learn the BoP not just fiscal (applies to the IMF too ... ) 4/4
Think my friend Robin gets the end game here wrong -- my bet is the Japanese turn Postbank back into a captive source of demand for JGBs and the GPIF reallocates back into JGBS (at a massive profit) and the MoF reduces its fx reserves v GDP. 100% different impact on the yen <a target="_blank" href="https://x.com/robin_j_brooks/status/2013641618067271948" color="blue">x.com/robin_j_brooks…</a>