Japan Just Pulled the TRIGGER - Brace for Impact

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The global financial markets were jolted this week—and the shock didn’t come from Washington or Frankfurt, but Tokyo. In today’s video, we break down why a single shift in tone from the Bank of Japan has triggered a worldwide reaction across bonds, currencies, equities, and even crypto.

But the real shock was global. U.S. Treasury yields popped higher as traders scaled back expectations for aggressive rate cuts in 2026. The 10-year U.S. yield climbed back above 4%, while the 2-year hit 3.54%.

This video covers:
• The Bank of Japan’s possible December rate hike
• How Japan’s yields are dragging U.S. and European yields higher
• Why repatriation of Japanese capital is bad news for Western debt markets
• The sharp reaction in stocks, tech, and crypto
• The yen’s surge after months of weakness
• The Fed’s 88% likelihood of a December rate cut
• Growing uncertainty around Jerome Powell’s future as Fed Chair
• Why the U.S. dollar just had its worst week in four months
• Fresh signs of weakness in U.S. manufacturing
• What all of this means for December and early 2026

This is a major turning point in global monetary policy: Japan’s potential hike, America’s likely cut, and a new wave of volatility across markets. When Japan moves, the world reacts instantly.

If you want ongoing updates, forecasts, and deeper analysis, check out my Substack and Patreon.

#Japan #BOJ #BondMarket #GlobalEconomy #USTreasuries #FederalReserve #InterestRates #KazuoUeda #USDollar #Yen #CryptoCrash #StockMarketToday #EconomicNews #FinanceExplained #MacroEconomics #Investing #RecessionRisk #MarketUpdate #GlobalMarkets #CentralBanks

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