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18.11.25 - 23:57
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Japan Bond Yields Soar To Record, Slamming Door On Stimulus Just As Economy Implodes Amid Escalating China Clash (ZeroHedge)
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Japan Bond Yields Soar To Record, Slamming Door On Stimulus Just As Economy Implodes Amid Escalating China Clash
Back in 2024, it was the story of the summer, but now with a relentless waterfall of news stressing traders - and that excludes the hourly blasts from Trump's truth social account - it has become impossible to filter the firehose of newsflow, let alone trade it.
Which is why some may have missed the big store of the night which is that Japanese yields are once again breaking out in the back of the curve, with new cycle highs in the 20yr and 40yr weighing on sentiment and risk, and sending the Nikkei not only back below 50K, but below 49K, down 7% from the local record high hit on Halloween.
And with the recent surge in yields, driven by new PM Takaichi's plans for a fresh stimulus boost (see "Japan ruling-party panel proposes $161 billion extra budget to fund stimulus"), now that the country is basically back in recession after the catastrophic Q3 GDP print which tied ...
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18.11.25 - 01:09
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Threats Of Sanctions, Economic Warfare, As Japan-China Relations Sink To Decades Low (ZeroHedge)
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Threats Of Sanctions, Economic Warfare, As Japan-China Relations Sink To Decades Low
China and Japan are experiencing their most intense diplomatic tensions in years after Beijing issued economic warnings in response to recent comments by Japanese Prime Minister Sanae Takaichi about a potential Taiwan conflict. As we featured previously, Takaichi had suggested that any Chinese use of force against Taiwan could be considered a "situation threatening Japan's survival" - which could justify Tokyo supporting allied nations in defense of the self-ruled island.
Beijing reacted swiftly, with a Chinese state broadcaster over the weekend having cautioned that the country is "fully prepared for concrete countermeasures," which could include sanctions, trade repercussions, and even the suspension of all diplomatic or military engagement - as cited in Bloomberg. All of this comes after NATO scrapped highly provocative plans to open a 'NATO office' in Japan.
Japan's Prime Minister ...
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17.11.25 - 15:48
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Chinas Wolfskrieger fallen über Japan her (Die Welt)
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Wer China verärgert, der muss neuerdings mit harten Maßnahmen rechnen. Das musste nicht nur Johann Wadephul spüren, sondern jetzt auch Japan. Beide hatten Peking in der Taiwan-Frage verärgert. Was früher nur scharfe Worte nach sich zog, hat nun handfeste Folgen....
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