Japan's Bond Market Under Siege: Global Implications #japan #bonds #stockmarket

📉 Japanese Bond Market Is Blowing Up — Here's Why It Matters Globally

The Bank of Japan is losing control.

Yields on Japanese Government Bonds (JGBs) are spiking as the decades-long suppression of rates unravels. Foreign investors are dumping bonds, the yen is collapsing, and capital is fleeing at an alarming rate.

In this episode of Dealmakers Den, we dive into the news headlines surrounding the Japanese bond blowout and break down why the world should care. This isn’t just another central bank crisis — this is the slow detonation of the most fragile financial structure in modern markets.

🔗 Key Headlines & Sources:

"BOJ Faces Avalanche of JGB Selling" – ZeroHedge
https://www.zerohedge.com/markets/boj-faces-avalanche-jgb-selling

"Japan 10Y Yield Surges As BOJ Loses Grip On Yield Curve Control" – ZeroHedge
https://www.zerohedge.com/markets/japan-10y-yield-surges-boj-loses-grip-ycc

💡 What You’ll Learn:

What’s causing the sell-off in Japanese government bonds

Why the Bank of Japan is stuck in a policy trap with no clean exit

How the yen carry trade works — and why its unwinding poses global risks

Why this matters for US Treasuries, equities, Bitcoin, and real estate

What global capital flight out of Japan could look like

🧠 Yen Carry Trade, Explained:
For decades, institutional investors borrowed yen at near-zero interest rates and deployed that capital into higher-yielding assets abroad — US bonds, emerging market debt, private equity. This was the essence of the yen carry trade. But when yields in Japan rise, that trade starts to unravel violently, as positions are unwound and liquidity gets pulled back home.

⚠️ Why Dealmakers Should Pay Attention:
Japanese institutions are some of the largest holders of global assets. As pressure mounts at home, expect risk-off behavior abroad. This could trigger unexpected selling in seemingly unrelated markets. The domino effect is real — and already in motion.

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Видео Japan's Bond Market Under Siege: Global Implications #japan #bonds #stockmarket канала Deal Makers Den