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Japan’s Bond Market COLLAPSE [Your Portfolio at Risk]



Japan’s Bond Market COLLAPSE [Your Portfolio at Risk]

Three months into her term, Japan’s Prime Minister Sanae Takaichi has dissolved parliament and called a snap election. Meanwhile, the bond market is melting down around her, and yields on 40-year government bonds just hit all-time highs.

What happens next could unwind the trillion-dollar trade that’s been quietly propping up global liquidity for decades. Win or lose, Takaichi’s gamble has already broken something in the Japanese financial system, and the cracks are starting to show up everywhere from Mumbai to Manhattan.

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~ TIMESTAMPS ~

0:00 Intro
0:58 Background
6:17 Realignment
8:31 The Budget Bomb
12:13 Revolting Bondholders
14:27 Carry Trade Countdown
17:38 Poking the Bear

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📜 Disclaimer 📜

The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading stocks poses considerable risk of loss. The speaker does not guarantee any particular outcome.

#Japan #Yen #Macro

29 Comments

  3. @RhythmC963 on

    My portfolio is not at risk since i say so…. cheap crypto will be bless in long term few 5-10 years from now.

  4. @jarnMod on

    I'm a frequent tourist to Japan and I find her policy highly risky – something Japan should have every once in a while. This is a crossing of Rubicon. Japanese people will cast their die in this upcoming election. As I do business and live in SEA, I will keep supporting Japan no matter what. I know this is about portfolio, but there are something money alone cannot buy. It is not something I will get from her government. It is something I had been given by Japan and Japanese people all these past decades of my life. That's something I will keep buying from them, regardless of how bond market performs.

    Plus, visiting Japan is real affordable right now. I've just been to Sapporo and eat so many curry soup and sushi. If you visit Sapporo, under the station right by Daimaru entrance to the underground, turn left and walk straight. There is a sushi shop the 2nd to last store on the left side. Tuna belly is so good. Salmon was like 70c. I stuffed myself so much I had to walk back to hotel with my food baby held up with my hands.

  5. @karlrmaier on

    Japan spent 35+ years in a deflationary depression with interest rates of 0.0% or even negative, and now that Japan returns to normal, it is called a crisis.
    I don't think analysts know what they are talking about.
    Japan is in great shape, they are the largest holder of US Treasuries and have a crime-free, industrious culture focused on quality.
    This isn't a 3rd world hellhole suffering from hyperinflation, crime, and abject poverty.

  7. @stoiclearner on

    This analysis is fantastic. The historical and political context underpinning the fiscal in bond symptoms we’re seeing is a connection I didn’t appreciate until this video. Excellent job as usual guys. Tip of the hat. 🎩

  17. @BobB-w4q on

    Please don't forget that China was busy making military threats against Japan on X, in addition to engaging in economic warfare.

  20. @tomoharuaraja on

    日本は、取手のない激アツのフライパンか、手を入れたら速攻に凍る窒素、どちらかを掴まなきゃならない状況なのかぁ。日本人の多くは外から日本を見れないので、高市政権ならなんとかいい方向へ向かってくれるって願いのみで選挙投票してます。ダボス会議での片山大臣の自国の主張のみと大丈夫気にするな発言から金利上昇が始まりました。そりゃ、財源なき減税を主張したんだからそうなって当然ですね。日本は発展途上国でもなく、成長停滞不認識国家です。多くの日本人は最先端テクノロジー国家だと思っているんです。でも、インバウンドで安い国として日本を旅行し見た外国人はレトロな国として見えるそうですね。閉鎖的な日本人からのコメントです。

  21. @TripImmigration on

    I lived long enough in Japan to know the scapegoat tactics most of companies and the government does.
    For people doesn't know Japan usually they only put someone they don't like in the position of power when the situation is irreversible, soly to this person take all the blame and taint their image for the problem.
    it's very common with companies who has for years Japanese men CEO and sandali they changed to a foreigner one, search on Google many big companies after gambled with the company money, they changed (around an year before the blowing) for international CEO to be in jail. This is because they don't want to damage the moral of a Japanese man so they shifted the blame to the foreigners/women.
    It's a well-known this Japanese cultural problem. I also left to Japan two years ago exactly because of the degradation economical situation.
    This sounds pretty much Japanese movement where they put the scapegoat in a position of power right before the system collapse to take the blame for the fault.
    Classic Japanese hierarchy system.

  24. @Spoon89803 on

    There’s never been a time that Japanese folks have participated this much in politics, and this is simply because of the rising poverty and dissatisfaction due to LDP incompetence, yet the opposition parties are so weak and so factionalized that the political landscape, despite all the problems, is still very predictable. I live on an island that just recently got a new military base to counter Chinese incursions, most of the locals do not like this because it makes us a target in the event of a conflict but when they look at the alternative parties, they will end up still voting for LDP or not voting at all. Definitely not a good thing about this nation’s democracy and it emboldens the LDP to remain corrupt.