$SOMI

SOMIBSC
SOMI
0.2506
-16.79%

🚨🚨 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 🤔

$ENSO

ENSOBSC
ENSO
1.467
+5.61%

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