Japan’s 30-year ๐ฏ๐ผ๐ป๐ฑ ๐๐ถ๐ฒ๐น๐ฑ ๐ท๐๐๐ ๐ต๐ถ๐ ๐ฏ.๐ฎ๐ต% — an all-time high
After 30 years of zero rates…
Japan’s 30-year ๐ฏ๐ผ๐ป๐ฑ ๐๐ถ๐ฒ๐น๐ฑ ๐ท๐๐๐ ๐ต๐ถ๐ ๐ฏ.๐ฎ๐ต% — an all-time high.
One election. One policy shift.
And the ๐๐ผ๐ฟ๐น๐ฑ’๐ ๐น๐ผ๐๐ฒ๐๐-๐๐ถ๐ฒ๐น๐ฑ ๐ฒ๐ฐ๐ผ๐ป๐ผ๐บ๐ ๐ท๐๐๐ ๐ณ๐น๐ถ๐ฝ๐ฝ๐ฒ๐ฑ ๐๐ต๐ฒ ๐๐๐ถ๐๐ฐ๐ต.
Why it matters:
Japan has quietly been the world’s bond anchor.
When their yields rise → global yields rise → the cost of money everywhere goes up.
The chain reaction:
๐๐๐๐ ๐ฎ๐ฟ๐ฒ ๐ป๐ผ๐ ๐ฒ๐ ๐ฝ๐ผ๐ฟ๐๐ถ๐ป๐ด ๐๐ผ๐น๐ฎ๐๐ถ๐น๐ถ๐๐ ๐๐ผ ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐ฏ๐ผ๐ป๐ฑ๐.
✔️U.S. 10Y is climbing.
, ✔️Expensive tech ($QQQ) is feeling the squeeze.
The real story?
The legendary Yen Carry Trade — borrowing cheap yen to buy global risk assets — is breaking.
๐๐ถ๐ด๐ต๐ฒ๐ฟ ๐๐๐ ๐๐ถ๐ฒ๐น๐ฑ๐ = ๐ต๐ถ๐ด๐ต๐ฒ๐ฟ ๐๐ฒ๐ป ๐ณ๐๐ป๐ฑ๐ถ๐ป๐ด ๐ฐ๐ผ๐๐ = ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐ฑ๐ฒ๐น๐ฒ๐๐ฒ๐ฟ๐ฎ๐ด๐ถ๐ป๐ด ๐๐ฎ๐๐ฒ ๐ถ๐ป๐ฐ๐ผ๐บ๐ถ๐ป๐ด.
Watch these levels:
๐ฑ USD/JPY below 145
๐ U.S. 10Y > 4.8%
Bottom line: This isn’t “just Japan, It’s a global monetary shock
Japan’s 30-year ๐ฏ๐ผ๐ป๐ฑ ๐๐ถ๐ฒ๐น๐ฑ ๐ท๐๐๐ ๐ต๐ถ๐ ๐ฏ.๐ฎ๐ต% — an all-time high.
One election. One policy shift.
And the ๐๐ผ๐ฟ๐น๐ฑ’๐ ๐น๐ผ๐๐ฒ๐๐-๐๐ถ๐ฒ๐น๐ฑ ๐ฒ๐ฐ๐ผ๐ป๐ผ๐บ๐ ๐ท๐๐๐ ๐ณ๐น๐ถ๐ฝ๐ฝ๐ฒ๐ฑ ๐๐ต๐ฒ ๐๐๐ถ๐๐ฐ๐ต.
Why it matters:
Japan has quietly been the world’s bond anchor.
When their yields rise → global yields rise → the cost of money everywhere goes up.
The chain reaction:
๐๐๐๐ ๐ฎ๐ฟ๐ฒ ๐ป๐ผ๐ ๐ฒ๐ ๐ฝ๐ผ๐ฟ๐๐ถ๐ป๐ด ๐๐ผ๐น๐ฎ๐๐ถ๐น๐ถ๐๐ ๐๐ผ ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐ฏ๐ผ๐ป๐ฑ๐.
✔️U.S. 10Y is climbing.
, ✔️Expensive tech ($QQQ) is feeling the squeeze.
The real story?
The legendary Yen Carry Trade — borrowing cheap yen to buy global risk assets — is breaking.
๐๐ถ๐ด๐ต๐ฒ๐ฟ ๐๐๐ ๐๐ถ๐ฒ๐น๐ฑ๐ = ๐ต๐ถ๐ด๐ต๐ฒ๐ฟ ๐๐ฒ๐ป ๐ณ๐๐ป๐ฑ๐ถ๐ป๐ด ๐ฐ๐ผ๐๐ = ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐ฑ๐ฒ๐น๐ฒ๐๐ฒ๐ฟ๐ฎ๐ด๐ถ๐ป๐ด ๐๐ฎ๐๐ฒ ๐ถ๐ป๐ฐ๐ผ๐บ๐ถ๐ป๐ด.
Watch these levels:
๐ฑ USD/JPY below 145
๐ U.S. 10Y > 4.8%
Bottom line: This isn’t “just Japan, It’s a global monetary shock
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