The bond market is reading this election through a fiscal expansion lens. When Takaichi threw out the food tax cut proposal, there was one glaring problem—nobody knew where the money would actually come from. It wasn't just vague; it was a red flag for fiscal deterioration. Without concrete funding mechanisms backing the policy, markets started pricing in deeper budget concerns, which has ripple effects across asset allocation strategies.
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MoodFollowsPrice
· 4h ago
It's the same old trick again—talking about tax cuts without explaining where the money will come from. Once the market senses this, it immediately starts pricing in risks. How can the bond market not panic?
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fren.eth
· 4h ago
Japan wants to get something for nothing again? The bond market folks have seen through it. Tax cuts without a source of funds are just nonsense.
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NeverVoteOnDAO
· 4h ago
Here comes that trick again of "cutting taxes but not explaining where the money comes from"... This time, the bond market has truly smelled blood.
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fren.eth
· 4h ago
It's the same story again. No matter how beautiful the explanation, the source of funds must be verified. Without money, there's no point in talking about tax cuts...
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ApeWithNoFear
· 4h ago
It's the same old story. They talk a good game but have no money. The bond market has already seen through it... Takaichi's move scores too low.
The bond market is reading this election through a fiscal expansion lens. When Takaichi threw out the food tax cut proposal, there was one glaring problem—nobody knew where the money would actually come from. It wasn't just vague; it was a red flag for fiscal deterioration. Without concrete funding mechanisms backing the policy, markets started pricing in deeper budget concerns, which has ripple effects across asset allocation strategies.