IT HAS BEGUN: Japan Just Hit The Kill Switch On The Global Economy
Автор: The Boring Currency
Загружено: 2026-01-24
Просмотров: 16623
Описание:
Japan’s bond market is sending a signal most investors aren’t prepared for. After decades of near-zero rates, Japanese yields are surging—an event that can trigger global capital repatriation, unwind leverage, and tighten financial conditions across equities, crypto, and U.S. Treasuries. In this video, John AG breaks down what’s happening, why it matters right now, and what indicators to watch next as the “cheap money era” faces a serious stress test.
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Chapters
00:00 — The moment it changes
01:05 — Why Japan’s yields matter globally
03:12 — The “carry trade” pressure point
06:05 — The repatriation risk: liquidity drains
09:10 — U.S. Treasuries: the buyer problem
12:45 — Stocks vs bonds: why 60/40 gets stressed
15:30 — What to watch next (signals + triggers)
18:40 — Positioning ideas & risk framework
21:10 — Final warning: what happens if policy flips
#Japan #Bonds #GlobalEconomy #Macro #FederalReserve #TreasuryYields #StockMarket #Inflation #Recession #Gold #Silver
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