🚨 Japan’s Quiet Move Could Shake Global Liquidity
Japan is stepping away from an era that supported global risk for decades. As rates rise and local bond yields become attractive again, the financial math changes quickly. A system built on ultra-cheap yen funding now faces pressure from higher borrowing costs, tighter yield spreads, and a stronger currency. When domestic returns improve, capital that once flowed outward has a reason to move back home. That shift doesn’t happen smoothly — it drains liquidity from global markets and forces leveraged positions to unwind. If yen funding keeps tightening, risk assets won’t react emotionally, they’ll react mechanically. This is not a headline event, it’s a positioning event — and those usually matter more than people expect.
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