🚨 BREAKING MACRO SHIFT
Japan is preparing for a new rate regime.
According to Yomiuri, Japan’s FY26 budget plans to assume 3% interest rates on government bond costs — a massive change after decades of ultra-low borrowing costs.
This signals one thing clearly:
👉 Japan is getting ready for a higher-rate world.
📌 Why this matters • Higher bond costs = tighter financial conditions
• Increased pressure on global debt markets
• Strong implications for FX, liquidity, and risk assets
• A clear warning shot for heavily indebted economies
As Japan moves in this direction, all eyes turn to the U.S.
President Trump has been vocal about rates and economic strength — but if global borrowing costs keep rising, the real question becomes:
👉 How does America respond when debt servicing gets more expensive?
Markets are watching closely.
This doesn’t look like noise — it looks like the early stage of a larger global transition.
🧠 Smart money doesn’t wait for headlines to become obvious.
📈 Position early, manage risk, and stay ahead of the macro wave.
Buy strength. Stay disciplined.
