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IT’S UNDERWAY: Japan Just Shut Off the Global Economy



IT’S UNDERWAY: Japan Just Shut Off the Global Economy

Japan just triggered a bond-market shock that could ripple through every major asset class. In this video, John AG breaks down why surging Japanese government bond yields (JGBs) matter globally—how capital repatriation can drain liquidity, why the yen carry trade can unwind fast, and what this could mean for US stocks, US Treasuries, and the next policy response from central banks.

We’ll connect the dots step-by-step: what happened in Japan, why it’s a structural shift (not a headline), where the stress spreads next, and how to think about risk in a world where the old playbook stops working.

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Chapters:
00:00 — The shock nobody is watching
01:12 — Why Japan’s yields changing is a global event
03:05 — The “Japan = global liquidity” problem
05:10 — Repatriation: the giant pullback of capital
07:44 — The carry trade unwind (and why it hits everything)
10:20 — Why stocks can grind lower without a “crash day”
13:15 — The US Treasury risk: what happens if demand weakens
16:30 — The Fed’s dilemma: stabilize markets or defend purchasing power
19:05 — Why hard assets get a bid in currency-debasement cycles
21:40 — Signals to watch next (yen, auctions, spreads, volatility)
24:10 — Final checklist: positioning for the “new rate world”

#Japan #JGB #BondMarket #Macro #GlobalEconomy #InterestRates #YieldCurve #CarryTrade #USStocks #USTreasuries #FederalReserve #USDollar #Inflation #Gold #Silver #Investing #Finance

39 Comments

  11. @Eteriel01 on

    There's no more silver on sale in Mexico City's banks. There's still some gold, but you have to wait for it some days.
    Thank you very much for your insight

  15. @mmotsenbocker on

    everyone should spend more time creating their own wealth and less time trying to steal wealth from others by non productive banking games

  18. @Mark-v5j6b on

    Love the movie ‘Dumb and Dumber’ the bit where Jim Carey pulls out the IOU on the Ferrari and says ‘you might wanna keep that one’ 😆

  20. @thestateofamericaa on

    Does anyone really know or can predict the future. How do we know it isn’t all an act. It’s literally just numbers and a small minority of powers playing with them.

  28. @David-fo4rp on

    Given the woefully non-existent state of financial education amongst young people in American educational systems It is difficult to recommend a single resource that you would require for reading amongst high school seniors and numerous books come to mind but for a very simple roadmap to personal financial success I would probably choose the richest man in Babylon by George Clason
    Others will of course have other suggestions but this one lays it out in simple enough terms that perhaps one or two of his rules for life would stick

  34. @lllordllloyd on

    I love the way you disparage emotional reactions while just stoking emotional reactions with endless subjective asides and the occasional fact.

  36. @tamal21 on

    John

    Touch upon the “Withholding Tax” in the Big Beautiful Bill that Trump included that may also be pushing the Treasury holders not to roll over or buying more

    Tamal
    (Kolkata – India)