$SOMI


🚨🚨 There’s a lot of talk around Trump’s tariffs on the EU 📢
But not nearly enough attention on Japan’s bond market ⚡️
Japanese government bonds saw heavy selling which pushed yields sharply higher ⚡️
The main reason was their new Prime Minister:🤔
Sanae Takaichi is signaling a major fiscal push 🤔
She announced big spending plans including tax cuts and fiscal stimulus without properly addressing how they’ll be paid for 🤔
That uncertainty spooked bond investors and sent Japanese yields higher 🤔
And it didn’t stay local 🤔
Global bond markets feel it too with US 10-year yields jumping higher as a result 🤔
As long as US 10-yr yields don't touch 4.5%, risk assets should be safe 🤔


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#TrumpCancelsEUTariffThreat #WEFDavos2026 #Market_Update #TRMUP

