# JapanBondMarketSell-Off

#JapanBondMarketSell-Off
‍#JapanBondMarketSell-Off is a macro development that could quietly influence global markets.
A sharp rise of over 25 bps in 30Y and 40Y Japanese bond yields signals a shift after plans to ease fiscal tightening and boost spending.
Japan has long been associated with ultra-low yields, so moves like this can affect global capital flows and rate expectations.
If higher yields persist, risk assets worldwide — including crypto — may start feeling the pressure.
The question is whether this is a temporary reaction or the start of broader repricing in global bond markets.
Ma

#JapanBondMarketSell-Off
The recent sharp sell-off in Japan's bond market is shaking global financial balances! 📉🇯🇵
Yesterday, record-high selling was seen in Japanese government bonds (JGB), especially long-term ones. The 40-year bond yield exceeded 4% for the first time, reaching its highest level since 2007, while 30 and 20-year yields jumped by more than 25 basis points. This movement stemmed from Prime Minister Sanae Takaichi's promise to suspend the food consumption tax for two years and increased borrowing concerns following expansionary fiscal policies. Ahead of the snap electio

#CryptoMarketPullback | Gold Speaks, Bitcoin Listens
This Is Not a Contradiction — It’s a Cycle.
What’s pulling back today isn’t just price.
It’s confidence, risk appetite, and market conviction.
📉 BTC: ~87.7K
💥 Over $1.8B in long liquidations in 48 hours
😨 Fear & Greed Index: 24 → Extreme Fear
At the same time, something else is happening 👇
🟡 Spot gold surged ~10% in 20 days, breaking above $4,800/oz.
This is not an inflation rally.
This is global risk-off being priced in.
🌍 The Macro Triggers Behind the Fear
US–EU trade war rhetoric has sharply weakened risk appetite
Stress in the Japa

#JapanBondMarketSell-Off
#JapanBondMarketSell-Off
As of January 22, 2026, the Japanese government bond market has erupted into one of the most significant fixed-income sell-offs seen in decades, sparking marketwide volatility and capturing the attention of global investors. What was once considered one of the world’s safest and most stable bond markets has suddenly turned into a barometer of risk-on/risk-off sentiment across financial assets, as record surges in yields have alarmed portfolio managers, central bankers, and policymakers alike. On Tuesday, yields on long-dated Japanese Governmen

Japan Bond Market Sell-Off: Global Implications for Rates and Risk Assets
Japan’s bond market experienced a sharp sell-off, with long-term yields on 30-year and 40-year government bonds jumping over 25 basis points following the government’s announcement to end fiscal tightening and implement aggressive spending measures. This move reflects a significant shift in Japan’s fiscal stance, signaling a willingness to prioritize economic stimulus over traditional debt containment. For investors, the spike in yields indicates rising expectations of future inflation, potential monetary policy adjustme

#JapanBondMarketSell-Off
📈 Japan Bonds Surge — Global Ripples Incoming?
Japan’s bond market just saw a sharp sell-off, with 30Y and 40Y yields jumping over 25 bps after the government signaled an end to fiscal tightening and plans to boost spending. This is a big move in a market that’s long been ultra-stable.
🔍 Key Implications
1️⃣ Global rate influence
Japan’s long-term yields often anchor Asian and global bond markets. A surge here could push US and European yields higher, especially in longer maturities.
2️⃣ Risk asset sentiment
Rising yields = higher discount rates = potential pressure

#JapanBondMarketSell-Off
The Japan Bond Market Shake-up: Why Every Investor Should Pay Attention
For decades, the Japanese Government Bond (JGB) market was seen as a predictable, almost stagnant corner of the financial world. But that has changed. A significant sell-off in JGBs is sending shockwaves through global markets, signaling the end of an era of ultra-low interest rates in Japan.
Why is the Sell-Off Happening?
The driver is a fundamental shift in Japan's monetary landscape. After years of fighting deflation with negative rates and heavy central bank intervention, inflation is finally

#JapanBondMarketSell-Off
✨The Japanese bond market was rocked by a sudden sell-off following Prime Minister Sanae Takaichi’s promise to cut the food consumption tax and expansionary fiscal policies ahead of the upcoming early election. This led to long-term bonds (particularly 30 and 40-year yields) reaching record highs in the country’s $7.6 trillion bond market; the 40-year yield exceeded 4% for the first time, reaching its highest level in 30 years. Investors sold off bonds amid concerns that fiscal discipline would weaken in the face of Japan’s already massive public debt burden (approxim

#JapanBondMarketSell-Off
‍#JapanBondMarketSell-Off is a macro signal worth watching closely.
A sharp sell-off pushed 30Y and 40Y JGB yields up more than 25 bps after reports of ending fiscal tightening and increasing government spending.
Japan has been a global anchor for low yields, so sudden moves like this can ripple across global bond markets.
If higher Japanese yields persist, capital flows and risk pricing worldwide could start to adjust.
The big question is spillover:
Does this push global rates higher and pressure risk assets, or is it a short-lived domestic reaction?
Markets often re

#JapanBondMarketSell-Off
Japan Bond Market Sell-Off: The Yield Surge Shaking Global Markets in 2026
The Japanese government bond (JGB) market, long regarded as one of the world’s most stable and predictable, has erupted into unprecedented turmoil over the past few days. What started as a political maneuver by Prime Minister Sanae Takaichi has snowballed into a historic bond sell-off, pushing yields to record highs and sending shockwaves through global financial markets. This dramatic event underscores the fragility of debt-heavy economies in an era of rising inflation, geopolitical tension, a