# JapanBondMarketSell-Off

#JapanBondMarketSell-Off
‍#JapanBondMarketSell-Off is a macro development that could quietly influence global markets.
A sharp rise of over 25 bps in 30Y and 40Y Japanese bond yields signals a shift after plans to ease fiscal tightening and boost spending.
Japan has long been associated with ultra-low yields, so moves like this can affect global capital flows and rate expectations.
If higher yields persist, risk assets worldwide — including crypto — may start feeling the pressure.
The question is whether this is a temporary reaction or the start of broader repricing in global bond markets.
Ma

#JapanBondMarketSell-Off
The recent sharp sell-off in Japan's bond market is shaking global financial balances! 📉🇯🇵
Yesterday, record-high selling was seen in Japanese government bonds (JGB), especially long-term ones. The 40-year bond yield exceeded 4% for the first time, reaching its highest level since 2007, while 30 and 20-year yields jumped by more than 25 basis points. This movement stemmed from Prime Minister Sanae Takaichi's promise to suspend the food consumption tax for two years and increased borrowing concerns following expansionary fiscal policies. Ahead of the snap electio

#CryptoMarketPullback | Gold Speaks, Bitcoin Listens
This Is Not a Contradiction — It’s a Cycle.
What’s pulling back today isn’t just price.
It’s confidence, risk appetite, and market conviction.
📉 BTC: ~87.7K
💥 Over $1.8B in long liquidations in 48 hours
😨 Fear & Greed Index: 24 → Extreme Fear
At the same time, something else is happening 👇
🟡 Spot gold surged ~10% in 20 days, breaking above $4,800/oz.
This is not an inflation rally.
This is global risk-off being priced in.
🌍 The Macro Triggers Behind the Fear
US–EU trade war rhetoric has sharply weakened risk appetite
Stress in the Japa

#JapanBondMarketSell-Off Why Japan’s Bond Shock Could Reshape Global Markets in 2026
The recent sell-off in Japan’s government bond market has become one of the most important macro events of early 2026 — not because of Japan alone, but because of what it represents for the global financial system. For decades, Japan acted as the world’s anchor of ultra-low yields. That anchor is now visibly cracking.
The surge in long-term Japanese Government Bond (JGB) yields — with the 40-year yield breaking above 4% for the first time since 2007 — sent an immediate warning signal across global markets. Thi

🇯🇵 Japan Bond Market Shock: A Liquidity Event With Global Consequences
Japan’s government bond market has just experienced an extraordinary shock.
Long-term Japanese Government Bond (JGB) yields surged at a pace not seen since 2003.
The 30-year yield jumped more than 30 basis points to ~3.9%, marking a 27-year high — a move so extreme that officials described it as a six-standard-deviation event.
This was not a routine sell-off.
It was a liquidity breakdown.
📉 What Happened
The disruption began around January 20–21
Buyers stepped aside, causing bond prices to collapse
Liquidity dried up com

Japan Bond Market Sell-Off: Global Implications for Rates and Risk Assets
Japan’s bond market experienced a sharp sell-off, with long-term yields on 30-year and 40-year government bonds jumping over 25 basis points following the government’s announcement to end fiscal tightening and implement aggressive spending measures. This move reflects a significant shift in Japan’s fiscal stance, signaling a willingness to prioritize economic stimulus over traditional debt containment. For investors, the spike in yields indicates rising expectations of future inflation, potential monetary policy adjustme

#JapanBondMarketSell-Off
As of January 23, 2026, global financial markets are still digesting a historic Japanese government bond (JGB) shock that reverberated across equities, currencies, safe havens, and cryptocurrencies. What started as a domestic political move in Tokyo quickly became a macro contagion event, testing risk assets worldwide. For Bitcoin (BTC) and other crypto, this episode compounded existing volatility from Trump’s Greenland tariff drama (#TariffTensionsHitCryptoMarket), creating a “double macro whiplash” for risk-on markets.
This is a full deep dive, timeline, impact anal

#JapanBondMarketSell-Off
#JapanBondMarketSell-Off
As of January 22, 2026, the Japanese government bond market has erupted into one of the most significant fixed-income sell-offs seen in decades, sparking marketwide volatility and capturing the attention of global investors. What was once considered one of the world’s safest and most stable bond markets has suddenly turned into a barometer of risk-on/risk-off sentiment across financial assets, as record surges in yields have alarmed portfolio managers, central bankers, and policymakers alike. On Tuesday, yields on long-dated Japanese Governmen

#JapanBondMarketSell-Off Global Ripple Effects from Japan’s Bond Turmoil 🇯🇵📉
The recent sharp sell-off in Japan’s government bond market is sending tremors through global financial systems. Long-term yields surged as investors reacted to expansionary fiscal policies and political announcements ahead of Japan’s snap elections on February 8. This movement highlights how quickly debt markets can transmit local policy risks into global capital flows.
📊 Key Market Moves
Yesterday, Japanese government bonds experienced record selling, particularly in the long-term segment. The 40-year bond yield

#JapanBondMarketSell-Off
📈 Japan Bonds Surge — Global Ripples Incoming?
Japan’s bond market just saw a sharp sell-off, with 30Y and 40Y yields jumping over 25 bps after the government signaled an end to fiscal tightening and plans to boost spending. This is a big move in a market that’s long been ultra-stable.
🔍 Key Implications
1️⃣ Global rate influence
Japan’s long-term yields often anchor Asian and global bond markets. A surge here could push US and European yields higher, especially in longer maturities.
2️⃣ Risk asset sentiment
Rising yields = higher discount rates = potential pressure