Rising Japanese Yields Could Pressure Global Assets

[tradelikepro]

Japanese government bond yields are climbing to multi-year highs, weakening the incentive to continue holding US Treasuries.
Analysts warn that a shift in Japan’s bond strategy could trigger capital repatriation, affect the yen carry trade, and reverberate globally across stocks, crypto, and emerging markets.
The macro risk also shines a spotlight on large Treasury holders like Tether, whose heavy allocation in US government debt could feel indirect pressure.

[Abdul Khan]

Japan’s yield shift could ripple across global markets quickly.

[Rimon Khan]

Higher JGB yields usually mean liquidity tightening worldwide.