Japan’s Bond Selloff → US Equity Selloff: The Logic Chain, Scenario Map, and Why This Can Reshape the Global Financial Order

By: Ztrader Dorian

Use case:

This report is a judgment input for macro traders and allocators trying to understand how a Japan rates shock can propagate into US equities (especially tech), FX (JPY), and the global risk complex.

Disclaimer: Not investment advice. Markets are path-dependent.

1) Executive Summary: Why Japan Can “Sell” US Stocks Without Touchi…