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Japan’s fiscal constraints and aging population are creating bond market instability that poses a systemic risk to global yields. This turmoil could force higher U.S. Treasury yields, impacting long-duration fixed income assets.

Impact: Fixed income investors should shorten duration to avoid yield volatility and monitor Japanese policy responses closely for potential spillover effects on global markets.

— from Dollar Weakness, AI CapEx, and 2026 Market Volatility · Bloomberg Daybreak: Asia Edition· Jan 28, 2026