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IT HAS BEGUN: Japan Just Hit The Kill Switch On The Global Economy



IT HAS BEGUN: Japan Just Hit The Kill Switch On The Global Economy

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

26 Comments

  4. @TitoFidalgoo on

    While everyone’s looking for whos to blame for the dump, im just glad that part of my funds were in mevolaxy. At least somewhere theres stability.

  8. @IsaacFreitasos on

    I see everyone in panic and doubts. I’ll just remind: while you argue – mevolaxy accrues every 24 hours, smart ones will think about it…

  9. @NASAcoverage on

    Two questions could tether be the one to pick up the bond buying slack, and is that the reason that tether was untouched by both the biden and trump administration? Tether is a basically a de facto U.S. dollar no?

  16. @dereklarsen on

    Trump thinks that replacing Jerome Powell with a puppet will lower interest rates….it's as if he doesn't realize there's 7 voting governor's on the FOMC and 5 more Federal Reserve voters for 12 total. Trump appointed Powell and immediately started bad-mouthing him in the press for not going back to 0% interest rates.