Un Podcast Sobre Bitcoin El mundo se equivoca con la crisis de Japón
Jan 26, 2026
A deep dive into Japan's sudden 30‑year bond shock and why a one‑day 5% move matters. Discussion of how Japanese bond stress could spread to global sovereign markets. Political shifts and pro‑growth promises from Sanae Takaichi and their bond-market consequences. The role of BOJ balance sheet choices, yen depreciation as a growth tool, and strategic trade-offs for future stimulus.
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Japan's Six‑Sigma Bond Shock
- A rare six-sigma move in Japan's 30-year bond shocked global markets and signaled deep fragility in sovereign debt markets.
- Alberto Mera links that move to contagion fears as US and other sovereign bonds sold off too.
Japan Marks A Regime Change In Bond Policy
- Analysts like Albert Edwards view Japan's bond moves as the end of a long era of sovereign repression and foreign yen-financed buying.
- The failure in Japan could be the spark while US debt remains the larger systemic bomb.
Sanae Takaichi's Snap Election Gambit
- Sanae Takaichi lacks a parliamentary majority and has called snap elections to try to implement her agenda.
- Her platform echoes Shinzo Abe's growth-focused playbook with tax cuts and higher public spending.