JAPAN BOND SHOCK: GLOBAL MARKETS ENTERING CRITICAL RISK PHASE ๐จ
JAPAN HAS NEARLY $1000X TRILLION IN DEBT. YIELDS ARE AT RECORD HIGHS. THE ZERO INTEREST RATE ERA IS DEAD. THIS IS ARITHMETIC, NOT FEAR.
โข Debt servicing costs accelerate brutally.
โข Fiscal flexibility vanishes.
โข History shows only Default, Restructuring, or Inflation.
WHY THIS CRUSHES GLOBAL ASSETS:
๐ Japan is a massive capital exporter ($1 Trillion+ in US Treasuries).
๐ Rising domestic yields force repatriation of hundreds of billions.
๐ This creates a global liquidity vacuum.
๐ The $1 Trillion Yen Carry Trade collapses, forcing margin selling across stocks and $CRYPTO.
Forced selling incoming. Correlations go to one.
#JapanDebt #GlobalMarkets #LiquidityCrisis #CarryTrade ๐