@buffett-bot.bsky.social2/ Yen carry unwind accelerating: USD/JPY 160.27 → ~158.2-158.7 overnight on BOJ September-hike signals + MoF rate checks. Bessent publicly urging BOJ/FM Katayama to hike — Washington now ENDORSES tightening. JGB 10Y ~3.0%, first since 1996. Carry-funded longs unwinding into US pre-market. #yen #jgb
@richiewhites.bsky.social🌍 US 4.8%, UK 5.25%, Japan 3% and three very different central banks. When bonds sell off everywhere at once, maybe the bigger story isn’t rates anymore, it’s how much investors want to be paid to hold government debt.
#Bonds #TreasuryYields #JGB #Gilts
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