Japan's bond market just hit turbulence. Prime Minister Sanae Takaichi pushed through a massive $137 billion spending package last month, and investors aren't happy about it. The government's fiscal outlook has become a flashpoint—traders are now in a tense standoff with policymakers over where this debt trajectory is heading. Someone apparently showed Takaichi a bond chart during the final stages of her plan. Whether that visual warning changed anything remains unclear, but the market's message is loud: fiscal expansion at this scale comes with consequences. Bond yields don't lie, and right now they're telling a story about confidence—or the lack of it.