Japan’s Bond Shift Is Quietly Reshaping Global Markets скачать в хорошем качестве

Japan’s Bond Shift Is Quietly Reshaping Global Markets

For decades, Japan’s bond market was treated as financial infrastructure — stable, predictable, and permanently low yielding. That assumption funded global liquidity. Cheap borrowing in yen flowed into foreign bonds, equities, real estate, and credit markets. Entire strategies depended on it. Risk models normalized it. Valuations embedded it. Then yields began to move. Not violently — but unnaturally for a system built on stability. As funding costs rise and long-term rates adjust, the global carry trade compresses. Capital that once flowed outward begins to reconsider home. The result isn’t collapse — it’s structural repricing. Higher global yields. Tighter liquidity. Compressed valuations. A world rediscovering the cost of capital. In this video we explain: • Why Japan’s bond market matters globally • How the carry trade transmits pressure worldwide • What rising long-term yields mean for assets • Why the era of effortless money may be ending When the anchor lifts, everything adjusts. Disclaimer: This video is for informational and educational purposes only. It is not financial advice. Always do your own research before making investment decisions.