Money
Andre Jikh says Japan urged GPIF to shift assets back home
Tom Bilyeu Impact Theory
Your 401k Is Built On Borrowed Japanese Money — And It's Being Called Back — We Had To React
"On July 10th, the Japanese government made an announcement about this. The finance minister of Japan said she wants the GPIF, that's the government pension investment fund, which is the biggest pension fund in the world, worth $1.8 trillion, to start moving its investments away from foreign assets and into Japanese assets. Now, that fund holds roughly $230 billion of US treasuries alone, plus hundreds of billions of dollars in US stocks."
YouTuber Andre Jikh claims Japan’s finance minister signalled a policy push for repatriation by encouraging the Government Pension Investment Fund (GPIF) to rotate away from foreign assets and into Japanese assets. He says GPIF is a $1.8 trillion fund with roughly $230 billion in US Treasuries, framing a potential knock-on effect for US borrowing costs if Japanese demand for Treasuries weakens.
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Tom Bilyeu Impact Theory