🇯🇵 Historic Alert: Japan’s Inflation Surpasses the U.S.!
For the first time since 1979, Japan’s CPI (~2.8% YoY) tops the U.S. (~2.7% YoY) 😱. After decades of deflation and stagnant wages, inflation is real, driven by stronger wages, not just costs.
💥 Implications:
Bank of Japan may end negative rates & yield-curve control
Yen could strengthen, shaking global bond markets
Investors rethink Japan as a low-yield haven
A true regime shift—inflation psychology is changing, and it’s hard to reverse.