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- What exactly is happening in the Japanese bond and FX markets?
What exactly is happening in the Japanese bond and FX markets?
Why there is so much disruption in the world's third-largest bond market?
Global Markets Investor
January 22, 2026
In partnership with
🔥 GLOBAL MARKETS INVESTOR’S PORTFOLIO IS UP +72% SINCE JANUARY 2024
DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:
The global debt market size crossed $150 trillion for the first time last year, with Japan holding $11.1 trillion of it.
This makes Japan home to the 3rd-largest bond market on the planet.
But something is breaking in Tokyo.
Japanese government bonds are experiencing violent swings, while the yen is weakening to multi-year lows against the Dollar.
The Bank of Japan and Ministry of Finance are trapped between defending the currency and controlling bond yields.
This chaos is regularly sending shockwaves through global markets as investors flee one of the world’s supposedly safest bond markets.
What exactly is happening in Japan, and why should every global investor care?
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