#JapanBondMarketSell-Off Japan Bond Market Sell-Off: Quiet Shockwaves in Global Finance
1️⃣ Unexpected Yield Surge:
In early 2026, Japanese government bond yields surged sharply, particularly in the 30-year and 40-year maturities, moving over 25 basis points. While initially seen as a domestic event, global investors are increasingly interpreting this as a pivotal macro development.
2️⃣ Japan’s Historical Role:
For decades, Japan maintained ultra-low yields, which shaped global liquidity flows. Japanese bonds provided a baseline for risk pricing, encouraging capital to move into U.S. Treasurie