BREAKING 🚨: Japan Japan's 2-Year Yield hits 1.64% for the first time since 1995 🤯 👀 x.com/Barchart/status/20873683…
· 116K Views
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BREAKING 🚨: Japan Japan's 2-Year Yield hits 1.64% for the first time since 1995 🤯 👀 x.com/Barchart/status/20873683…
· 116K Views
@Barchart @barnes_law FUCK YEAH NEED IT HIGHER x.com/jesse_z06/status/2087374…
@Barchart BOJ may not oblige with rate hikes because it will raise borrowing costs for Japan's massive public debt. But underlying core inflation is projected to breach the 2% target by September, which is when the BOJ meets again.
@Barchart 👀 1,64 % in Japan – das ist schon eine Ansage.
This is a major signal for the $JPY and global carry trade. A 2-year Japanese yield at 1.64% means markets are increasingly pricing a structurally different BOJ regime — one where policy rates can move materially higher than the world became accustomed to. If Japanese yields keep rising, the incentive to fund positions cheaply in Yen and buy higher-yielding foreign assets weakens. That can mean stronger $JPY, tighter global liquidity and pressure on carry-heavy risk positions. Japan's bond market is no longer just a domestic story.
@Barchart Every single day Japan hits some new high point of bs and nothing happens
@Barchart And the 10-year is pushing back toward 2.9%. With the yen again under pressure, you have to wonder: Is Bessent getting ready to step in again The Japanese bond market remains one of the most important macro charts to watch. x.com/GreenTyler27/status/2087…
@Barchart When are you gonna learn to compare to the BoJ rate? x.com/fiat_money/status/208751…
@Barchart Japan’s normalization story is getting real. Higher yields at home could quietly reshape global capital flows.