Insights Over Coffee

Japan’s Yield Curve Did The Unthinkable


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The Day Japan’s Bond Market Woke Up

What happens when one of the world’s most stable and overlooked markets suddenly starts moving? In this episode, we dive into the surprising shift in Japanese government bonds (JGBs), a market once known for silence, now making global headlines.

From the Bank of Japan's evolving strategy to the ripple effects across global portfolios, we unpack why this quiet giant may no longer be so quiet, and why investors everywhere should be paying close attention.

This isn’t just bond talk, this is a turning point.

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Insights Over CoffeeBy Lake Geneva Investment Partners