Independent thinking for complex markets and current events
Bull Theory @BullTheoryio 🚨The cheapest money in the world just got more expensive. The entire global financial system borrowed it. Japan’s 10-year bond yield just hit 2.564%, for the first time this century. Japan is one of the largest holders of U.S. Treasury bonds in the world. As Japanese yields rise and a BOJ rate …
Japan's Sakurajima volcano has erupted. pic.twitter.com/j53YGC2Cih — Open Source Intel (@Osint613) April 12, 2026
Japan's PM reacts to autopen portrait of Joe Biden pic.twitter.com/zHXFHbk2Mj — End Wokeness (@EndWokeness) March 20, 2026
What Trump reportedly said, “we wanted surprise … who knows better about surprise than Japan? Why didn’t you tell me about Pearl Harbor?”, was meant as a joke referencing the surprise attack in 1941, but it landed awkwardly because it touches on real pain from history and a very… pic.twitter.com/A6SQDpK2tb — ISHOLA (@BLISEARTH) March 19, …
🇯🇵 Japan's kicking off strategic oil reserve releases: Asia/Oceania first. They rely on the Middle East for 95% of imports. If you think the U.S. is suffering with the Strait of Hormuz chokehold, you've ain't seen anything yet. Source: AFP https://t.co/ikzB6OQXx1 pic.twitter.com/A01GDKsYYE — Mario Nawfal (@MarioNawfal) March 16, 2026
BANK OF JAPAN QUIETLY BEGINS ETF SALES PROGRAM SET TO LAST A CENTURY – NIKKEI — First Squawk (@FirstSquawk) February 9, 2026 Per AI: Multiple major Japanese financial outlets — including Nikkei Asia, which is the country’s most credible economic newspaper — reported that: The BOJ has started selling ETFs from its balance sheet. The …
The new Japanese Prime Minister said she will deport all culturally incompatible foreigners from Japan, such as these Islamist migrants who took over a children’s playground to pray and demand Sharia law. Do you agree?pic.twitter.com/eCzsOs1cFK — Dr. Maalouf (@realMaalouf) February 8, 2026 Per Grok: No, the claim is not accurate. Japan’s PM Sanae Takaichi …
Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis. pic.twitter.com/RFlJtwEfp7 — Koyfin (@KoyfinCharts) February 4, 2026 we have entered fear pic.twitter.com/7wCRBfGDch — amit (@amitisinvesting) February 3, 2026 We will get another wave of inflation… …but not until we get a deflationary crash first. https://t.co/Xmk3IqpGwR — Kalani o Māui (@MauiBoyMacro) February 4, …
He’s right. Ironically when Japan announced their first QE the Fed arrogantly laughed at the idea in the 1990’s before doing the exact same thing following 2008. Now here we are again: pic.twitter.com/wEx5TcvCtC — QE Infinity (@StealthQE4) January 22, 2026 The BOJ's failure to act will have dire consequences for its own economy and severe …
Japan’s debt is a ticking time bomb and the whole world is about to get shredded while everyone pretends zero interest rates fixed anything. You've got to start asking: who's going to pay Japan's debt? Population growth is negative. Aging demographics are overwhelming the working. People aren't starting families. So who wants to buy their …
The old bond market adage is that yields will keep rising until something breaks. In 2022/23, rising U.S. yields "broke" several banks by March 2023 (Silicon Valley Bank). Japanese yields are now at a 27-year high and going vertical. When does something "break" in Japan? pic.twitter.com/qMANhs6pIm — Jim Bianco (@biancoresearch) January 19, 2026 *JAPAN 40-YEAR …
Japan can’t print fast enough to save the party this time. BOJ Is Said to Start Selling ETF Holdings as Soon as January Bloomberg pic.twitter.com/m19QDzvpYS — Daniel Lacalle (@dlacalle_IA) January 16, 2026 JAPAN WILL CRASH THE MARKET IN 3 DAYS!! They’re currently sitting on $10 TRILLION in debt. Every Japanese government bond yield just hit …
Japan's 10-Year Treasury Yield jumps to highest level in more than 27 years byu/RobertBartus inEconomyCharts Japan will dump US bonds. h/t RobertBartus
This is the nightmare scenario for Japan. Rates up, yen weaker, and the one lever they pulled just made it worse. Once the 10 year breaks levels like this, control turns into theater. There really is no clean exit left. 🚨 Japanese inflation is now above US inflation for the first time since 1979. pic.twitter.com/pACaUFHHfi …
🔴HOLY COW: Japan’s regional banks’ unrealized losses on their domestic bond holdings hit a RECORD -¥3.3 trillion in Fiscal Q2 2025, ending September 30. This marks a ¥500 billion surge over Q1. As Japan’s government bond yields rise their value drops, and as a result, paper… pic.twitter.com/aJWWRcUCOo — Global Markets Investor (@GlobalMktObserv) December 5, 2025 …
Japan’s 10-year JGB yield touched 1.917% on Thursday the highest level since 2007. It’s basically the market’s way of signaling that investors aren’t fully convinced about the Bank of Japan’s current policy path. The BOJ is stuck between two bad options: Raise rates further: yields likely push even higher, tightening conditions at a time when …
“Liquiditists” should make note of the situation in Japan. You cannot print Wealth! This is the exact situation which Keynes avoided to answer: “What happens when you have stimulated the economy over and over and rates reach Zero?” His answer: “In the long run we are all dead”. Fact is… we will now see what …
“THE YEN CARRY SINGULARITY Japan’s 40-year bond just hit 3.69%. The highest since 2007. This is not a number. This is a detonator. Behind that yield sits $20 trillion in carry trade exposure. Borrowed yen funding everything from Treasuries to tech stocks to Bitcoin. For decades, this trade printed money. Now Japan’s bond market is …
The Japanese carry trade has gone into reverse so it’s inevitable. Japan is in denial on debt. It's 10-year gov't bond yield is only 1.8% (blue), which looks ok, but that same yield 10-years forward is 4.0% (orange) and 20-years forward is 4.4% (red). The only certainty for Japan is that it'll have either a …
Japan's government says it may "intervene" before the Japanese Yen to US Dollar ratio reaches 160. Over the last 2 months, the Yen has gone from 145 to 157 as a $110B+ stimulus package is coming byu/RobertBartus inEconomyCharts I agree, but does it really solve anything for Japan? With all the helicopter money, a demographic …
*JAPAN’S TAKAICHI REJECTS CHINA DEMAND TO RETRACT TAIWAN REMARKS 🇯🇵🇨🇳 pic.twitter.com/YxdKLQlEJp — Investing.com (@Investingcom) November 21, 2025 The emerging result is a “return to history” in the sense of former regional leaders restoring their lost spheres of influence with US support and all that entails for worsening tensions with the Sino-Russo Entente. It was recently …
TOKYO: US President Donald Trump lavished praise on Japan’s first female leader Sanae Takaichi in Tokyo on Tuesday (Oct 28), welcoming her pledge to accelerate a military buildup and signing deals on trade and rare earths. Both governments released a list of projects in the areas of energy, artificial intelligence and critical minerals in which …
Japan’s stock market fell -25% then rallied +67% all within a 10-month period. We are living in unprecedented times byu/RobertBartus inEconomyCharts
Japan's new Prime Minister says she prefers to let the population shrink rather than bring in waves of low-skilled immigrants to offset the decline because the preservation of Japanese society matters more than cheap labor. pic.twitter.com/LInNuZKrRP — Ian Miles Cheong (@ianmiles) October 22, 2025 Sanae Takaichi has made history by becoming Japan’s first female prime …
Sanae Takaichi, a star of ultraconservative Japanese politics and a rare woman to rise in its male-dominated hierarchy, has been elected the country’s first female prime minister. Takaichi, 64, is also the first woman to lead the Liberal Democratic Party that has dominated Japan’s postwar politics almost without interruption.
Japan just set a record. The 30-year bond yield jumped to 3.32%. That is not a number. That is 235% of GDP hanging over the country like a guillotine. Interest on the 30-year portion alone could now be roughly 7.8 trillion USD equivalent annually. The yen is below ¥150, a drop of 11% in weeks. …
Gold will continue to climb and if Japan sells bonds real slow in the hopes that no one will notice … … … will not help. — K. (@Kayteetav) October 6, 2025 America is Insolvent. The Dollar is Worthless. pic.twitter.com/uIwQxBp2dz — Spencer Hakimian (@SpencerHakimian) October 6, 2025 Facts: business demand is way down. Prices are …
Japan’s leaders just showed the world they no longer trust their own people. A state only threatens to expose private citizens when it knows public anger is building faster than it can contain. That kind of move is not about keeping order, it is about keeping power, and it means the government feels cornered. Once …
Japan is entering a phase of policy schizophrenia, balance sheet tightening without rate hikes. Markets will punish that contradiction. Expect higher yields, volatility in the yen, and stress in equity markets until the BOJ capitulates. pic.twitter.com/AvNHiU0hmh — Bobbidazzler (@DazzlerBob) September 19, 2025 When bond yields rise despite central bank rate cuts, it often signals market …
