Drawing from recent data on the global bond market, particularly concerning Japan and the US, I’m observing some noteworthy shifts.
The long-held belief among global investors that Japanese government bonds represent a relatively safe haven is currently being questioned, underscored by unsettling yield spikes.
Should this situation continue to deteriorate, investors are likely to seek refuge in hard assets such as gold. This market instability could have far-reaching consequences, potentially impacting currencies across the globe.
Despite this rather somber outlook, history suggests that periods of significant market pessimism often present opportune moments to invest in equities, reflecting the enduring nature of the global economy.
The World really never ends.
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