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JAPAN BOND MARKET BREAKING

AS PREDICTED

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The Occasional Speculator
Dec 08, 2025
∙ Paid

NOT SURPRISED BY THIS JGB PRINT

Look at the JGB-Japan’s 10 Year Bond chart:

(LINK to JGB Chart: https://tradingeconomics.com/japan/government-bond-yield)

The highest yield-1.94%- on Friday. The yield spike in Japan could trigger a crisis in global interest rates. (i.e. be a VERY BIG DEAL!).

The Japanese bond market break is fueled by three important INTERNAL factors plaguing the Japanese economic outlook, which are:

  1. Inflation - now at 3%

  2. Aging population- Japan’s population is shrinking faster than any other nation

  3. An unexpected massive stimulus package from the new Japanese Prime Minister Sanae Takaichi

There are three other factors which make the possibility of a crash of the Japanese bond market having global impact more likely:

  1. The $1 TRILLION Carry Trade

    (LINK to wiki: https://en.wikipedia.org/wiki/Carry_(investment)#Currency_carry_trade)

  2. Debt to GDP 230% - a record

  3. Japan debt market is $12 Trillion

This crisis is best explained by this 13-minute video…we STRONGLY recommend readers listen to this in full.

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