All indicators suggest that August 24, 2026 could be a turning point. Why?
Because forecasts say the Bank of Japan is going to hold an important meeting soon, and may announce additional tightening.
At the same time, China is releasing new data on its Treasury inventory, and the figures are expected to be lower.
Also, the U.S. is releasing reports on inflation and jobs, and if the numbers are ugly, markets will get hit.
Picture the scene: on the same day, Japan announces a rate hike, China announces selling Treasuries, and the U.S. announces inflation higher than expected. Then U.S. bonds would collapse, yields would skyrocket, the dollar would swing, and stock markets around the world would drop by percentages we haven’t seen in a long time.
This isn’t pessimism—it’s a reading of the existing data. I’ve been studying markets for 12 years, and I’ve seen many crashes. Every time, people are shocked and say, “No one could have predicted it,” but the truth is that the signs were there—nobody pays attention to them until the disaster happens.
Japan is draining liquidity and raising rates.
China is selling Treasury bonds and buying gold.
U.S. yields are soaring.
The unraveling has begun.
Because forecasts say the Bank of Japan is going to hold an important meeting soon, and may announce additional tightening.
At the same time, China is releasing new data on its Treasury inventory, and the figures are expected to be lower.
Also, the U.S. is releasing reports on inflation and jobs, and if the numbers are ugly, markets will get hit.
Picture the scene: on the same day, Japan announces a rate hike, China announces selling Treasuries, and the U.S. announces inflation higher than expected. Then U.S. bonds would collapse, yields would skyrocket, the dollar would swing, and stock markets around the world would drop by percentages we haven’t seen in a long time.
This isn’t pessimism—it’s a reading of the existing data. I’ve been studying markets for 12 years, and I’ve seen many crashes. Every time, people are shocked and say, “No one could have predicted it,” but the truth is that the signs were there—nobody pays attention to them until the disaster happens.
Japan is draining liquidity and raising rates.
China is selling Treasury bonds and buying gold.
U.S. yields are soaring.
The unraveling has begun.