Скачать или смотреть Japan Just Lost Control of the World’s Most Important Bond Market

Japan just lost control of its bond market — and the implications reach far beyond Tokyo.
This video explains why Yield Curve Control broke, why insurers stepped back, and why politics and central banks are now colliding.


Japan’s bond market selloff wasn’t about food prices or short-term volatility. It was about credibility. As long-dated yields surged and life insurers began hedging instead of buying, markets signaled that political promises are colliding with economic reality.

This episode reveals why central bank independence matters, how fiscal dominance forms, and why Japan may be the first major economy to confront this trade-off in 2026.

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