うん、やはり歳出削減だね。とりあえず医療費10割負担にして40兆円削減しよう
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The Kobeissi Letter
@KobeissiLetter
Another macro headwind to watch:
Japanese government bond yields are moving in a straight-line higher.
Since news emerged that Japan is considering launching $110 billion in stimulus, their 40Y Government Bond Yield has surged to a record 3.77%.
Japan’s story has nothing to do x.com/kobeissiletter…
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