The Ghost of "Plaza Accord" Is Coming Back: When Governments "Join Hands," Your Wallet Will Be Revalued 🇺🇸🇯🇵📉

Today is January 29, 2026.

I am sitting by the Landmark Villa overlooking the gray sky of the days before Tet. The crowds are rushing back and forth shopping for the New Year, but on global financial electronic boards, an undercurrent storm is gathering energy, bigger than any tropical storm.

This morning, the US Federal Reserve (FED) and the US Department of Treasury again mentioned the (JPY).

Just a gentle reminder, but for those who understand financial history, it’s a thunderous warning signaling a heavy rain.

Most people (99% of the population) have never heard of the Plaza Accord (Plaza Accord).

That’s a big issue. A deadly oversight.

Because the last time the US coordinated with allies to "reset" (Reset) a currency, it quietly changed the global financial order and shifted trillions of dollars of wealth from one pocket to another.

Today, DP will take you on a time machine back to 1985 to understand what happened and why in 2026, the shadow of the Plaza Accord is returning.

This is an explanatory article about the SHIFT OF WEALTH that you must read if you don’t want to be silently "pickpocketed."

The Ghost of "Plaza Accord" Is Coming Back: When Governments "Join Hands," Your Wallet Will Be Revalued 🇺🇸🇯🇵📉

1. 1985: The Party at the Plaza Hotel and the Dollar Scam

Back to the early 1980s. The US was in big trouble.

The Dollar was too strong (Strong Dollar).

• US goods were expensive, exports dying.

• Factories closed, workers unemployed.

• The trade deficit ballooned like an about-to-burst balloon.

Political pressure weighed heavily on the White House. They couldn’t let US manufacturing collapse.

They chose a different path. A "backdoor" route.

On September 22, 1985, the finance ministers of 5 major powers (G5: US, Japan, Germany, France, UK) secretly met at the luxurious Plaza Hotel in New York.

They agreed on an unbelievable thing: PURPOSEFULLY WEAKEN THE DOLLAR.

Not through empty speeches, but through market intervention.

They all sold dollars and bought other currencies (especially the Yen and the Deutsche Mark).

The market couldn’t resist the power of these 5 giants. The dollar plummeted.

2. Result: A GLOBAL ASSET REPRICING

In the years following that handshake:

• The dollar index (DXY) fell nearly by half (lost 50% in value).

• The Yen doubled in value (from 240 JPY/USD to 120 JPY/USD).

• AND MOST IMPORTANTLY: Global asset prices (measured in USD) skyrocketed.

Gold rose. Commodities rose. Real estate rose. International stocks rose.

Not because these assets got better. But because the MEASURE OF THE DOLLAR (USD) was cut short.

The Rothschild family once said: "Give me control over a nation’s money, and I care not who makes its laws."

When currency changes, wealth doesn’t disappear. It just shifts from cash holders (Cash) to asset holders (Assets).

3. WHY IS THE YEN IMPORTANT TODAY (2026)?

Fast forward to now. History is repeating its rhythm.

• The US in 2026 still runs huge trade deficits.

• The dollar remains high, putting pressure on US exports.

• Japan faces tremendous pressure from a too-weak Yen (causing imported inflation).

Recently, the US monetary authorities "sent signals" that they are closely monitoring the USD/JPY exchange rate.

This is the first step. Exactly like the 1985 scenario.

No official statement about a "Plaza Accord 2.0" yet. But smart financial markets don’t wait for press releases. They see the PATTERN (Patterns).

My old rich dad (Rich Dad) taught me:

"When governments coordinate to adjust currencies, prices don’t fall—they are RE-SET (Reset)."

You won’t see it immediately. But you will feel it afterward:

• Housing prices higher.

• Fuel, food costs more.

• The spending power of your money in your wallet diminishes noticeably.

Currency intervention doesn’t destroy value. It MOVES it.

4. THE VIETNAM PERSPECTIVE: ARE WE VICTIMS OR BENEFICIARIES?

Many ask me: "Vũ, what do the big US and Japan guys have to do with the bún seller in Saigon or the farmer in the Mekong Delta?"

The answer is: CLOSELY RELATED.

Vietnam is an open economy with a very flexible exchange rate (linked to USD) and extensive trade relations with both the US and Japan.

Scenario: If the US and Japan agree to weaken USD and strengthen JPY (like in 1985).

1. USD depreciates: Global gold prices (measured in USD) will spike. Domestic gold prices will follow.

Vietnamese holding gold will get richer, while those holding Dong (linked to USD) will see their assets buy less gold.

2. Yen appreciates: Vietnamese companies borrowing in Yen (power plants, infrastructure...) will see their debts increase.

Students and interns sending Yen home will get more (good news for labor export).

3. Imported inflation: When USD weakens, basic commodity prices (oil, coal, steel) tend to rise.

This raises input costs for Vietnamese businesses -> higher product prices -> inflation in Vietnam.

This is the "Silent Inflation." You don’t see anyone taking money out of your wallet, but you notice your money buys fewer things.

5. SMART INVESTOR STRATEGY

If major economies start "guiding" exchange rates, all assets priced in fiat money will be revalued.

Not because assets get better. But because the measuring stick (currency) shrinks.

What should you do?

First: Don’t hold too much cash (Fiat).

In a currency war, cash is the most vulnerable. It’s the first victim of political deals.

Convert cash into REAL ASSETS (Real Assets).

• Gold: Enemy of the dollar. When the dollar is suppressed, gold soars.

• Real estate: A refuge for capital when fearing inflation.

Second: Watch FDI flows.

If Yen appreciates, Japanese investors will have greater purchasing power. They may accelerate acquiring real estate or businesses in Vietnam. This is an M&A opportunity.

Fourth: Understand Policy History.

Most people only look at the green-red electronic boards daily.

Seasoned investors look at the POLICY HISTORY.

The Plaza Accord was not a random accident. It’s a reminder that: Money is MANAGED (Managed), not NEUTRAL (Neutral).

And when monetary policy changes, wealth shifts accordingly.

The question isn’t whether intervention will happen (it will definitely happen in one form or another).

The question is: WHERE ARE YOU WHEN IT HAPPENS?

• Are you on the side holding the currency (being devalued)?

• Or on the side holding the assets being pumped up?

CONCLUSION: DON’T LET HISTORY STEP ON YOU

Dear friends,

The financial world doesn’t operate solely on the "Supply and Demand" law as textbooks teach. It operates according to the POLITICAL WILL of the superpowers.

In 1985, those holding cash lost. Those holding gold and real estate won spectacularly.

In 2026, the scenario is being rewritten.

Don’t naively believe "My money is safe in the bank."

The only safety comes from knowledge and preparation.

"History doesn’t repeat, but it rhymes." - Mark Twain.

Listen to that rhyme and dance to the right beat.