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      Not with rising JGB yields! | MarketTalk: What’s up today?

      Posted: just now

      Global

      Bitcoin, USDJPY, JGBs — these three are setting the tone for risk appetite this week. Japanese yields are climbing, the yen is stirring, and the era of easy liquidity from Japan may be ending. How far can global markets really go when the ceiling is set in Tokyo? Nvidia tried to push higher yesterday, but Amazon’s entry into AI hardware with its Trainium 3 chip reminded everyone that the AI game isn’t free. Even tech giants built on “capital-light” models are seeing margins tested as chips and data centers eat into cash flow. 

       

      Markets are watching the BoJ, the Fed, and yields like hawks. What happens there will ripple across stocks, crypto, and tech. Is the risk rally over, or just paused? Watch the full episode to find out more! 

      Image for Not with rising JGB yields! | MarketTalk: What’s up today?
      https://www.youtube.com/watch?v=FrahtNr9iyM
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