#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