๐จ Japan Bonds Flash Global Risk Signal
โข 10Yโ40Y yields hit multi-decade highs
โข Cheap yen funding โ the engine for global risk assets โ is stalling
โข Capital rotates to gold & silver, markets turn risk-off
๐ก Why it matters:
Japanโs debt + demographics shake global bond confidence โ liquidity fault line
๐ฎ Outlook:
BOJ may intervene (buy bonds, cap yields) โ metals may peak, risk assets recover
๐ Takeaway: Volatility first, rotation next. Watch BOJ closely.