15/04/2026
The funding engine of the entire global financial system is breaking. 🚨
Japan's bond yields just hit all time highs across every single maturity.
$3.7 trillion in net foreign assets.
For decades the entire trade was simple.
Borrow cheap yen.
Buy everything else.
That trade is now unwinding.
- 70% chance Japan hikes to 1.00% by April.
- China already stepping back from US Treasuries.
- Japan potentially following.
When the two largest creditor nations stop funding the dollar system simultaneously...
Everything reprices.
Bonds first. Stocks second. Risk assets third.
The biggest capital reallocation in a generation doesn't announce itself.
It starts quietly in the bond market.
While everyone watches the crypto chart the most important financial story of 2026 is already unfolding.
The warning is here.