Скачать или смотреть Japan Has Pulled the Trigger What Rising Yields Mean for Global Risk

Japan’s long era of ultra-easy policy has shifted, and rising JGB yields are signaling a deeper change in global funding conditions that matters beyond Tokyo. This video explains how Japan’s fiscal and monetary dynamics are repricing duration risk and why key data and policy dates in early 2026 could amplify volatility.

1. JGB yields near 1999 levels
2. Yield-yen contradiction
3. BOJ policy pivot pressure
4. Fiscal constraints rising
5. Duration risk repricing
6. Auction demand weakening
7. Term premium expansion
8. Early 2026 checkpoints
9. Structural UST exposure
10 . Cross-currency hedging stress

Original video reviewed:    • Japan Just Pulled the Trigger… (Brace for ...  

Our Strategy note: We use probabilities and sequencing, not predictions. This is educational content only and not financial advice.