‍#JapanBondMarketSell-Off 🇯🇵

Japan’s bond market just sent a strong signal to
global markets.
📉
30Y and 40Y JGB yields jumped over 25 bps
after plans to end fiscal tightening and
increase government spending.
So why does this matter beyond Japan?
🌍 Why global markets are watching
·
Higher Japanese yields reduce the need for
Japanese investors to seek returns abroad
·
This could mean less capital flowing into U.S. Treasuries and global bonds
·
Rising yields in Japan can quietly push global rates higher
📈 Impact on risk assets
·
Bonds:
Global bond markets may face upward pressure on yields
·
Stocks &
crypto: Higher long-term rates can weigh on risk assets, especially
highly leveraged or growth-sensitive names
·
FX:
Yen strength could trigger broader portfolio rebalancing
🧠 My take
In the short term, this adds to
the risk-off narrative and could increase volatility across global markets.
In the medium term, if Japan truly
shifts policy, it may mark the end of
ultra-cheap global liquidity that markets relied on for years.
📌 Bottom line:
Japan’s bond sell-off isn’t just a local story—it has the potential to ripple
through global rates, equities, and
crypto.
#GlobalMarkets
‍#Crypto