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S5/10Economic

Five Charts That Show Rising Yields Reshaping Japanese Markets

Japan’s financial markets have entered a new phase in which rising bond yields no longer signal just the healthy normalization of monetary policy, but also the risk that inflation may increase too much.

Source: Bloomberg Markets

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⚠️ A model estimate of cascade risk — not a guarantee and not buy/sell. Calibration uses resolved outcomes only; monitor confirmation indicators below.
A
Escalation
Horizon: 30–60 days
B
Status quo
Horizon: 30–60 days
C
De-escalation
Horizon: 30–60 days

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