#JapanBondMarketSellOff 🚨 | Macro Inflection or Prelude to Global Realignment?
What began as a subtle shift in Japanese government bond (JGB) yields has quickly evolved into one of the most consequential macro developments of 2026. The sharp rise—over 25bps in 30‑yr & 40‑yr maturities—is signaling potential structural change in Japan’s role in global finance.
💡 Why it matters globally:
For two decades, Japan’s ultra-low yields fueled global liquidity, encouraging capital to flow into U.S. Treasuries, EM debt, equities, real estate, and alternative assets.
Signals from Tokyo suggest fiscal ea