There seems to be a lot of competition for liquidity out there from the purveyors of “risk-free” assets…
— Nothing To See Here (@TylerHardt) August 26, 2025
With the BOJ stepping back, foreign capital may repatriate, U.S. and European rates rise, and emerging markets brace for currency and funding turmoil, leaving investors facing unprecedented uncertainty.
🇯🇵 Japan’s Long End Reckoning and the Global Shockwave
The surge in Japan’s 30 year government bond yield to all time highs is the unwinding of one of the most important anchors in the global financial system. For decades, Japan’s long end sat at the heart of global stability,… https://t.co/bKm5FUwjAJ pic.twitter.com/GCcEG8Us5y
— EndGame Macro (@onechancefreedm) August 26, 2025
🇯🇵 #MMT favorite Japan, had its core CPI higher than the US at 3.3% YoY.
For the first time in 48 years! (Excluding sales tax hikes)
Chart: @opinion pic.twitter.com/XprxeJK0HI
— Alex Joosten (@joosteninvestor) August 26, 2025
“French borrowing costs spike as country faces second collapse of its government within a year…”
Source: https://t.co/IY7ccKFefd
— Gold Telegraph ⚡ (@GoldTelegraph_) August 26, 2025
UK and France may need an IMF bailout, rising yields in Japan going to blow up their banks, outright deflation in China, Canada real estate bubble bursting but it’s the USD going to zero? pic.twitter.com/nSF6qxrivr
— Cherrygarciafan. USD🏴☠️ (@cherrygarciafan) August 26, 2025