Japan’s Inflation Crisis Could Trigger The Next Global Bond Meltdown

As Trump publicly dressed down Powell during a Fed facility tour, markets watched in disbelief. But behind the cringe-worthy optics lies a deeper crisis: global yields are surging, and Japan—yes, Japan—is the canary in the coal mine. “Watch JGB yields every morning,” warns Peter Boockvar, as the BOJ loses control amid rising inflation and political fallout.

Meanwhile, central banks are dumping dollars and stockpiling gold for a third straight year. The message is clear: trust in fiat is unraveling. Rate cuts won’t save the system—only real assets will. The Fed is cornered, and the clock is ticking.

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