Next Article

This is the most noteworthy part of this news article.

As Japanese interest rates rose, the yield on 30-year US Treasury bonds also surged to 4.9%. This indicates that Japan is no longer the world's cheapest source of liquidity. As this wave of high interest rates spreads from Japan to the rest of the world, all risky assets, whether US stocks or cryptocurrencies, will face pressure for revaluation.

Professional traders are now betting on high-market trading: they are bullish on bank stocks, but are also wary of further volatility in the yen and Japanese bonds.

In my view, this "ladder-pulling" in the Japanese bond market is actually a signal of the end of the era of global quantitative easing. The macroeconomic logic has changed, and your investment strategy must change accordingly.

Do you think Japan can weather this storm with "wise spending," or will it become the first black swan event to detonate the market in 2026? Share your thoughts in the comments section.