Iran’s move is too clever! Instead of firing missiles at all, they strike finance—U.S. and Japan’s government bond yields suddenly spike!

Did you notice? Recently, both U.S. stocks and Japan’s stocks have been falling, not because of war, but because of a more dangerous signal: the yield on the U.S. 30-year Treasury has surged past 5%. The last time this happened was on the eve of the 2007 financial crisis! Japan’s 30-year government bond yields have also pushed through 4%, hitting a new high not seen since 1999.
What does that mean? Global capital is repricing everything: the era of low oil prices and low inflation may be coming to an end.
This time, Iran isn’t going head-to-head with the U.S. military with warships and missiles. Instead, they block the strait and push up oil prices. Higher oil prices → higher inflation → higher interest rates → a debt explosion. The U.S. national debt is about to break 40 trillion, and just this year, interest alone will exceed 1.2 trillion—more than military spending! Once inflation can’t be brought under control, the stock market, the real estate market, and banks will all be shaking.
Japan is even worse: its debt is 250% of GDP. Once interest rates rise, the yen depreciates and carry trade unwind reverses the flow—money moves back from the U.S. to Japan, making things even harder for U.S. liquidity.
This is the butterfly effect—by targeting Iran’s most vulnerable weak spot in the U.S.: debt and interest rates.
By contrast, China is rock-solid. With energy diversification, the world’s largest oil reserves, and leading new energy development, the impact of rising oil prices is limited. We don’t have high inflation, and Treasury yields are steady. When global capital looks at this, it sees the U.S. has become an unstable source—so where to go? China is the true safe haven.
So don’t panic—the tide of the nation’s fortune is actually getting brighter amid this round of shocks. The fundamentals of A-shares are quietly improving.
Do you believe it? Chat in the comments 👇#加密市场下跌15万人爆仓