#JapanBondMarketSellOff 🌏
The Yen Carry Trade Unwind Is Quietly Redrawing the Global Map in 2026
A major shift is taking place inside Japan’s financial system — and its ripple effects are starting to reach far beyond bonds, including crypto markets.
🏦 Policy Transition in Japan
After years of ultra-loose monetary policy, the Bank of Japan is moving toward normalization. Rising yields on Japanese Government Bonds are changing behavior across domestic institutions that once sent capital abroad, particularly into U.S. Treasuries.
💧 Capital Is Reallocating
As yields at home become attractive ag