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Arthur Hayes: Surge in Japanese Government Bond Yields Could Lead Investors to Shun US Treasuries

By: theblockbeats.news|2026/01/21 14:00:22
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BlockBeats News, January 21st, Arthur Hayes referenced a Bloomberg report on social media, stating that the problem faced by US Treasuries is what to do when Japanese investors, as their own government bond yields rise, choose to stay in the domestic market and no longer provide funding to the "US system."

The report indicates that Sumitomo Mitsui Financial Group, Japan's second-largest bank, plans to actively rebuild its holdings of domestic sovereign debt (JGB) once the Japanese government bond yields have finished their sharp rise (rout). Once this yield surge has "run its course," the bank is prepared to significantly increase its Japanese government bond investment portfolio, potentially doubling its size compared to the current level.

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