Скачать или смотреть JUST BROKE: Japan’s 30-Year Yield Jumps to 3.5% (Global Margin Call Alert)

JUST BROKE: Japan’s 30-Year Yield Jumps to 3.5% (Global Margin Call Alert)

Japan just moved in a way most people ignore—until it’s too late. The 30-year Japanese government bond yield surging to 3.5% isn’t “boring bond news.” It’s a direct pressure spike on the global funding system that has powered risk assets for decades.

In this breakdown, we expose the hidden plumbing behind the yen carry trade, why rising Japanese yields can trigger a global deleveraging wave, and how that stress travels from Tokyo into U.S. bonds, banks, and ultimately hard assets like gold and silver. This isn’t hype. It’s flow, leverage, and mechanical risk—moving faster than headlines.

This content is educational only. We manage risk.

Channel Link:
   / @thecurrency-archive  

Chapters:
00:00 — What just happened (the 3.5% shock)
01:12 — Why Japan matters more than people think
03:05 — The yen carry trade: the “free money” engine
06:10 — How the unwind becomes a global margin call
09:20 — The repatriation vacuum (money going home)
12:05 — U.S. Treasuries: the missing buyer problem
15:10 — Banking stress + derivatives: where fractures start
18:40 — Policy trap: why the Fed gets boxed in
21:30 — Yield Curve Control: the quiet surrender signal
24:10 — What this means for metals and real assets
27:10 — The key indicators we’re watching next


#Japan #Bonds #YieldCurve #Macro #CarryTrade #Liquidity #TreasuryMarket #CentralBanks #Gold #Silver #Investing #FinancialMarkets