Japan’s bond market just blinked.
Japan’s 30-year government bond yield surged +8.5% in a single session — a massive stress signal in the world’s most indebted developed economy.
Why this matters
• Japan is the #1 foreign holder of U.S. Treasuries (~$1.2T)
• Rising yields = falling bond prices = liquidity pressure
• One obvious release valve: selling U.S. Treasuries
If Japan sells…
U.S. yields spike
The Fed steps in to buy
Money printing accelerates
Inflation leaks everywhere
This doesn’t stay “localized.”
It ripples straight into the U.S. financial system.
Silver over $95 suddenly makes a lot of sense.
(Infographic based on today’s bond market action — watch this closely.)
#silversqueeze