Japanese super-long government bonds drew a record foreign inflow last month as heightened risk aversion amid US tariff policy https://t.co/cDwCmimnms
Japanese M2 Money Supply now $8.91 trillion - up 0.11 trillion today.
US 10 year Treasury Yield 4.4% - IMO Japan is selling US debt. Remember when Treasuries are sold yield goes up. This explains the huge move up in Japanese M2 money supply and the strength of the Japanese Yen. https://t.co/9rKucdcLwQ
Global bond markets experienced a sell-off last week, with Japan's 30-year government bond yield reaching its highest level in 19 years. This trend was mirrored in the US, Australia, and Europe as investors shifted toward cash and safe-haven currencies. Despite the sell-off, Japan saw a record foreign inflow into its super-long government bonds last month, driven by heightened risk aversion amid US tariff policies. Concurrently, the US 10-year Treasury yield rose to 4.4%, which some analysts attribute to Japan selling US debt. This activity is linked to a notable increase in Japan's M2 money supply, which reached $8.91 trillion, rising by $0.11 trillion in a single day, and has contributed to the strengthening of the Japanese yen.
