Japan’s Exports Fall to Four-Year Low

by Martin Armstrong Japan experienced a contraction in exports for the first time in four years this July. Exports declined 2.6% on an annualized basis, falling beneath the median forecast of a 2.1% contraction, according to the Ministry of Finance. As with Canada, tariffs have caused a downturn in the auto sector. Autos, auto parts, …

READ MORE

Trump targets Japan over rice trade, threatening new tariffs! Meanwhile, Japan’s bond market is melting down

President Trump spoke out, saying Japan “won’t take our RICE.” He even suggested sending a letter about putting higher taxes on their goods. This is happening even though Japan actually needs rice and has been buying a lot from us. In 2024, Japan bought over $337 million worth of American rice. And this year, they …

READ MORE

Japan’s debt market faces a turning point. BOJ holds 52% of government bonds while Finance Minister Kato pushes for domestic ownership. Will investors step in?

Japan’s debt crisis is growing. The Bank of Japan now holds 52% of its government bonds, a massive stake that has reshaped the financial system. This isn’t just policy—it’s a structural shift that has squeezed private investors out of the market, creating risks for long-term stability. Finance Minister Katsunobu Kato is now pushing for greater …

READ MORE

Japan’s central bank suffers record $180 billion loss, sparking fears of global fallout. Record institutional short in ultra long bonds (via futs)

First, what happened? The BOJ (Bank of Japan) holds a mountain of Japanese government bonds (JGBs). For years, it’s been buying them aggressively as part of its monetary easing program, a fancy way of saying it’s pumped money into the economy by purchasing bonds and keeping… — StockMarket.News (@_Investinq) June 2, 2025 BUT there’s a …

READ MORE

Japan’s 40-year bond yield is on the move again. The situation that drew attention last week isn’t improving.

🇯🇵 Japan's 40-year bond yield is on the move again. Someone get the Bank of Japan on the phone. pic.twitter.com/mkrag1Z9sc — Jesse Cohen (@JesseCohenInv) May 28, 2025 Bloomberg: “Japan’s auction of 40-year bonds Wednesday met demand that was the weakest since July, an outcome that risks fueling further volatility in global debt markets” Listen to …

READ MORE

Japan insurers hit with record ¥8.5T bond loss. global bond market on edge as Japan’s giants bleed value.

This isn’t some random financial blip. These unrealized losses are on DOMESTIC GOVERNMENT BONDS, long considered ultra-safe. Now Japan's largest insurers including Nippon Life, Dai-ichi, Sumitomo, and Meiji Yasuda — are sitting on record-breaking paper losses. But WHY? — StockMarket.News (@_Investinq) May 27, 2025 So what caused the bond prices to crash? One word: Interest …

READ MORE

All eyes on Japan’s 40-year bond auction tonight

Tonight at 3:35 AM JST (2:35 PM EDT), Japan will auction its 40-year government bonds. These auctions used to fly under the radar. Not anymore. Markets are watching closely, and for good reason. The Bank of Japan no longer owns 80% of all government bonds. Its grip has loosened. It now holds just over half …

READ MORE

Japan’s top insurer bond losses triple echoes U.S. bank collapse warning. SVB crisis replay? Unrealized pain turns real without central bank shield

‘Japan’s Top Life Insurer Says Unrealized Bond Losses Tripled.’ This Bloomberg headline sounds familiar, right? Back in March 2023, several US regional banks, including Silicon Valley Bank and later First Republic Bank, collapsed when ‘unrealized losses’ became realized losses as people got their money out. Did the system collapse? NO! Why? Because the Federal Reserve …

READ MORE

Crisis In Japan: Massive Debt Is Collapsing Japan’s Entire Economy, Protests Everywhere

Right now, Japan is facing what might be its most severe economic crisis since World War II. Angry protesters are gathering outside government buildings in Tokyo, shouting “We are not your ATM!” Rice – the cornerstone of Japanese culture – has disappeared from supermarket shelves. Families are surviving on rice seasoning because they can’t afford …

READ MORE

Is Japan’s Financial System On The Verge Of Collapsing?

by Michael Is the long-awaited implosion of the Japanese financial system beginning? Japanese bond yields are spiking dramatically, Japan’s debt to GDP ratio is now above 230 percent, the Japanese economy has started contracting, and Japanese Prime Minister Shigeru Ishiba just publicly stated that the financial condition of his nation is worse than the financial condition …

READ MORE

Japan’s 40-year bond yield just spiked to 3.58%, the highest level since 2007. The debt downgrade from Moody’s forces the bond markets to take down the weaker hands first?

When Japan’s 40-year yield spikes…It’s not just a Japan problem.It’s a global leverage problem ticking louder. — FromRedToRiches (@FromRedToRiches) May 20, 2025 Japan’s 10 year yield the past month💀☠️: I mean this is so far below where their 40 year bond is trading which trades at 3.5% plus. Inflation is way higher than 1.52% My …

READ MORE

Rising yields threaten Japan’s financial system. If Japan loses control, the ripple effects will be felt everywhere.

The 10-year Japanese Government Bond (JGB) yield has hit a 16-year high, creeping toward 1.75%. That may not sound extreme by global standards, but in Japan’s fragile system, even small increases in borrowing costs send shockwaves through the economy. The Bank of Japan has spent years suppressing rates with aggressive bond-buying. Now, markets are testing …

READ MORE

Japan’s debt bomb is ticking. Their 40-year bond yields just hit 2.5%, the highest ever.

With a debt-to-GDP ratio over 200%, rolling over that debt at higher rates is a financial death sentence. Worse, the Bank of Japan holds 70% of their bonds — meaning if the market crumbles, the central bank collapses too. Japan’s experiment of perpetual debt-funded growth is unraveling fast. Once confidence breaks, their economy could implode …

READ MORE

Japan will be forced to hike again. Hedge funds cautious after #BOJ steamroll; slower $JPY weakening weakens jawboning impact. Japan’s economy defies every rule in the book

Japan will be forced to hike again. pic.twitter.com/OZoNx4M9IK — Don Johnson (@DonMiami3) December 26, 2024 Translation : Urgent need for rate hikes. https://t.co/jAWawyZ51o — The Great Martis (@great_martis) December 27, 2024 📊💴 Tokyo inflation accelerates, fueling rate hike expectations Tickers of interest: $JPY $NKY Full Story → https://t.co/kAUGf8Jhz6 pic.twitter.com/4nSjl8TVHp — PiQ (@PiQSuite) December 26, 2024 …

READ MORE

US stocks dominate 65% of global equity, 11x Japan’s 5.5% share. ZIRP fueled deficits, QE forced risks, Fed’s policies now unravel stability.

Most of the US stock market are tech, that has a very high valuation plot from multpl. com pic.twitter.com/YQgSP5LoRy — Data Driven Stocks (@stockdatamarket) December 15, 2024 European Stocks trading at an all-time record discount relative to U.S. Stocks 🚨 https://t.co/MBwckCKVD2 pic.twitter.com/c1nwYFwjLJ — Barchart (@Barchart) December 16, 2024 ZIRP allowed the government to run up …

READ MORE

China’s bond yields fall below Japan’s as investors predict deflationary struggles ahead. Beijing’s strategy mirrors Japan’s past approach

2/7The FT continues: "Beijing has long fought against the “Japanification” of its economy, and has made huge investments in its high-tech, green and electric vehicle sectors with the goal of boosting long-term growth." What isn't said is that this was also Japan's strategy. — Michael Pettis (@michaelxpettis) November 29, 2024 4/7At the time Japan dominated …

READ MORE

Market leverage mirrors GFC levels; Japan’s moves could drain U.S. liquidity; Central banks contract simultaneously for the first time.

This market is close to breaking point. There is now so much leverage that futures-implied equity financing costs are at the same spread to SOFR as during the height of the GFC. And Japan is about to suck a couple hundred billion of levered balance sheet out of US money markets. And this is not …

READ MORE

Japan’s bond yields are hitting highs not seen since 2008! Looks like the Bank of Japan is the first central bank losing its grip.

Japan's 40-Year Government Bond Yield rises to highest level since 2008 🚨 pic.twitter.com/sYaX3jeQT2 — Win Smart, CFA (@WinfieldSmart) October 23, 2024 When intervention BOJ? The first big CB to lost control is the Bank of Japan pic.twitter.com/3N7zkMf9HW — The Macro Guy (@SagarSinghSetia) October 23, 2024 USDJPY climbs above 152 level Here it goes again #MacroEdge …

READ MORE

Japan’s largest aircraft carrier (full of F-35 jets) arrives on U.S. shores.

The Japanese Maritime Self-Defense Force’s helicopter destroyer JS Kaga (DDH-184) arrived in San Diego shrouded in dense fog, marking the start of F-35B Lightning II training operations with the U.S. Navy. What You Need to Know: The Japanese Maritime Self-Defense Force’s helicopter destroyer JS Kaga (DDH-184) arrived in San Diego shrouded in dense fog, marking …

READ MORE

Japan’s “Warren Buffett” could only barely beat SP500’s return over 38 years

https://www.bloomberg.com/news/articles/2024-09-29/japan-s-octogenarian-trader-who-built-a-14-million-fortune https://www.asahi.com/sp/ajw/articles/15312895 “In 1986, he raised ¥65 million after selling his parlors, and started investing full-time in financial markets…Fujimoto says trading in his late 80s helps him enjoy life and “prevents me from getting senile.” But he’s not without regrets, saying he is “full of dissatisfaction” with his ¥2 billion pot of wealth.” Adjusting for …

READ MORE

Typhoon Shanshan intensifies to Cat 4. Stationary off Japan’s Coast. Evacs ordered for nearly 1 million people

URGENT: Typhoon Shanshan intensifies to Category 4 strength, hovering nearly stationary off Japan's coast for hours. Sustained winds of 130-140 km/h & gusts up to 180 km/h pose significant threat to the region. Monitoring situation for updates. pic.twitter.com/PyahFYFCX0 — Facts Prime (@factsprime35) August 28, 2024 🇯🇵🌀The typhoon currently hitting Japan is moving very slowly. This …

READ MORE

Japan’s population plummets; nearly 1 million lost in a year. Fertility at record low, 1.2 children per woman. Collapse looms for the West.

Japan's population is collapsing. In the past year Japan lost nearly a million people as fertility falls to a record 1.2 children per woman. At that pace, if you start with 100 million people, after 3 generations you're down to just 20 million. The factors driving Japan's… pic.twitter.com/LrVA3AYvgY — Peter St Onge, Ph.D. (@profstonge) July …

READ MORE

Uh-oh! It looks like you're using an ad blocker.

Our website relies on ads and the generous support of readers like you to keep delivering free, high-quality content. Right now, we are facing serious funding challenges and we need your help more than ever. Disable your ad blocker and this message will vanish. You can also sign up for a membership to enjoy an ad-free experience while supporting our work: https://citizenwatchreport.com/plans/subscriptions/ Your support helps us stay independent, continue our work, and keep content free for everyone. We truly appreciate your understanding and thank you for standing with us.