🔥 Japan’s “TAKAICHI TRADE” – The New Gold Rush? 🇯🇵💰 Japan’...
🔥 Japan’s “TAKAICHI TRADE” – The New Gold Rush? 🇯🇵💰
Japan’s new LDP leader Sanae Takaichi is going all in on stimulus — and it’s shaking up global markets.
💴 Loose fiscal policy + dovish BOJ = Weak Yen
➡️ USD/JPY near 150
➡️ 30Y JGB yield hits 3.28% (highest in years)
So where’s the smart money heading?
👉 Into Gold & Silver!
Because when the yen melts, Japanese investors rush for real assets — globally priced, inflation-proof, and borderless.
⚙️ The “Takaichi Trade” Playbook:
✅ Long Japanese equities (stimulus boost)
✅ Short JGBs (yields rising)
✅ Long Gold & Silver (hedge vs yen & inflation)
📈 Impact:
• Surging Japanese demand is adding fuel to gold’s global rally
• Silver getting a double kicker — industrial demand + hedge flows
💬 Takeaway:
Japan’s new leadership just revived the classic formula:
💸 Spend big. Print more. Own Gold.
🟡 Gold glitters in stimulus.
⚪️ Silver shines when the yen slides.
🇯🇵 The “Takaichi Trade” may become 2025’s quiet gold story.
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