🚨 98% of people are unprepared for what 2026 could bring. Bond markets are flashing a warning almost no one is paying attention to — and this is not normal behavior.
Right now:
🇯🇵 Japan 10Y above 2.13% — highest since 1999
🇺🇸 US 10Y around 4.14% — highest since 2007
🇨🇳 China 10Y near 1.88% — levels not seen since 2003
#WriteToEarnUpgrade
This isn’t noise. This is a structural warning.
Japan is the first domino. For decades, global capital borrowed cheap yen and recycled it into US assets. That system only works when Japanese rates stay low.
Now it’s breaking.
As Japanese yields rise, capital finally has a reason to move back home. And Japan isn’t small — it holds roughly $1.2 trillion in US Treasuries. Even modest selling from that pool creates ripple effects everywhere.
US bonds sell → yields rise → liquidity tightens. #CPIWatch
This is where the trap forms.
China adds pressure. Low Chinese yields point to weak growth. High US yields keep global capital locked in dollars.
That mix drains global liquidity. #BinanceHODLerBREV
High rates do one thing extremely well: They make money expensive.