"Globalization Has Failed" Declaration By USA = MASSIVE Change Is Ahead | Michael Every
TL;DR
Michael Every explains how the collapse of the liberal world order is triggering massive structural changes globally, with Japan's election victory signaling deeper US-Asia integration and the US pursuing a Monroe Doctrine 2.0 strategy rather than retreating to spheres of influence.
🗾 Japan's Strategic Transformation 3 insights
Historic Election Victory Signals Change
Takahuchi won the largest post-WWII victory in Japan, so comprehensive they ran out of candidates and had to give 13 seats to opposition parties.
Japan Faces Unprecedented Economic Challenges
For the first time since the 80s, Japan has persistent inflation, declining population, massive government debt, and wild yen swings that could destabilize global markets.
Military Spending to Triple Under US Pressure
Japan will be pressured to increase defense spending from 2% to 3.5% of GDP as it becomes more deeply integrated with US strategy against China.
♟️ Geopolitical Chess Game 3 insights
Taiwan Remains the Strategic Cork in the Bottle
Losing Taiwan would allow Chinese naval power to project eastward potentially to Hawaii, making it existential for both Japan and US Pacific strategy.
Spheres of Influence Deal Unlikely
Despite theories of US-China-Russia agreeing to respective spheres, the US won't retreat from Asia because Taiwan's loss would fundamentally weaken the American position.
Monroe Doctrine 2.0 Strategy Emerging
Trump is pursuing fortress Western Hemisphere approach while maintaining Asian commitments, pressuring regimes like Venezuela and Cuba while strengthening regional alliances.
🌍 System-Wide Transformation 2 insights
Liberal World Order Collapsing in Real-Time
The previous system of globalization is being completely reinvented, causing massive structural changes across every dimension of life alongside technological disruption.
Financial Markets Face Currency Volatility
Yen carry trades could face catastrophic unwinding if Japan raises rates while the US cuts, potentially causing tens of big figure swings in dollar-yen.
Bottom Line
The collapse of globalization is forcing countries into strategic alliances and military buildups, with Japan's transformation signaling that the era of autopilot geopolitics is over and every major decision now has cascading global consequences.
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