đš GLOBAL MARKETS ALERT | JAPAN IS THE REAL RISK SIGNAL đš
$ENSO đ +111.73%
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While markets focus on U.S. tariff headlines, the real stress signal is coming from Japanâs bond market âĄïž
đ„ Whatâs Driving the Move âą Aggressive selling in Japanese Government Bonds (JGBs)
âą Yields rising fast â not random volatility
âą Policy uncertainty around fiscal expansion, stimulus, and tax measures
âą Bond investors reacting to funding and debt sustainability concerns
đ Why This Matters Globally Japan sits at the core of global bond markets.
When JGB yields move sharply, global yields reprice.
U.S. 10Y yields responded immediately â a classic contagion effect.
đ Key Level to Watch âą US 10Y < 4.5% â Risk assets still have room
âą Sustained > 4.5% â Volatility increases, narratives shift
đĄ Bottom Line Ignore the noise.
Watch Japan + U.S. yields.
Macro money moves before headlines do.
⥠Trade smart. Stay ahead.


