On Bonds In Japan& Tariffs On South Korea

Japan’s Bond Vigilantes are riling the historically placid Japanese government bond market. Demand for JGBs has tanked, and now the risk of a destabilizing yield curve is likely to stay the Bank of Japan’s hand at its meeting this week, delaying its tightening push. Political uncertainty has the Bond Vigilantes fearing budget-busting fiscal loosening. William explores how Japan got to this point and what may come next. … Also: South Korea’s economy has rebounded impressively despite strong headwinds, and it’s not the only export-dependent Asian nation displaying remarkable resilience in the face of Trump’s Tariff Turmoil.