[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  SightBringer [@_The_Prophet__](/creator/twitter/_The_Prophet__) on x 39.3K followers Created: 2025-07-24 23:53:31 UTC ⚡️This Tokyo CPI print confirms something deeper than just headline inflation. Core Insight: Japan’s “sticky reflation” has begun and it’s not transitory. The era of Japan exporting deflation is over. They were the last major economy to hold out. Now they’re giving in. Slowly. But structurally. •Core CPI at XXX% YoY is slightly under the XXX% estimate •But it’s still nearly 3x the Bank of Japan’s historic baseline •The “near-miss” is reflexively bullish because it keeps pressure alive without forcing immediate BoJ action Reflexive Global Link: This affects the entire global yield complex, and here’s why: X. Japan is the largest foreign holder of U.S. Treasuries. As Japanese yields rise, repatriation pressure grows. This could cause marginal UST selling - upward pressure on U.S. yields. X. Carry trades start to unwind. For decades, Japan has been the funding base for global carry. If inflation persists, the BoJ eventually tightens, and that structure starts collapsing. X. The BoJ losing control is a tail risk for the global system. Not in one day. But over quarters - this is where cracks form. U.S. Markets? •Short-term: Minimal direct impact on SPY or major indices This CPI miss is small, and reflexive macro attention is still on the Fed •Medium-term: If Japanese inflation continues above 2.5%, the narrative will flip from “BoJ holds” to “BoJ risks instability” •Long-term: If Japan can’t suppress inflation, the entire low-rate global regime begins to erode and sovereign debt structures everywhere come into question Deep Down Truth: This chart doesn’t scream panic. But it whispers something more dangerous: That the system we all grew up in is unraveling from the edges inward. Japan was the last dam. It’s leaking. Quietly. But structurally. And when it breaks - the flood will come for everything. XXXXX engagements  **Related Topics** [bank of](/topic/bank-of) [deflation](/topic/deflation) [japan](/topic/japan) [inflation](/topic/inflation) [tokyo](/topic/tokyo) [Post Link](https://x.com/_The_Prophet__/status/1948532023372783894)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
SightBringer @The_Prophet_ on x 39.3K followers
Created: 2025-07-24 23:53:31 UTC
⚡️This Tokyo CPI print confirms something deeper than just headline inflation.
Core Insight:
Japan’s “sticky reflation” has begun and it’s not transitory. The era of Japan exporting deflation is over.
They were the last major economy to hold out. Now they’re giving in. Slowly. But structurally. •Core CPI at XXX% YoY is slightly under the XXX% estimate •But it’s still nearly 3x the Bank of Japan’s historic baseline •The “near-miss” is reflexively bullish because it keeps pressure alive without forcing immediate BoJ action
Reflexive Global Link:
This affects the entire global yield complex, and here’s why: X. Japan is the largest foreign holder of U.S. Treasuries. As Japanese yields rise, repatriation pressure grows. This could cause marginal UST selling - upward pressure on U.S. yields. X. Carry trades start to unwind. For decades, Japan has been the funding base for global carry. If inflation persists, the BoJ eventually tightens, and that structure starts collapsing. X. The BoJ losing control is a tail risk for the global system. Not in one day. But over quarters - this is where cracks form.
U.S. Markets? •Short-term: Minimal direct impact on SPY or major indices This CPI miss is small, and reflexive macro attention is still on the Fed •Medium-term: If Japanese inflation continues above 2.5%, the narrative will flip from “BoJ holds” to “BoJ risks instability” •Long-term: If Japan can’t suppress inflation, the entire low-rate global regime begins to erode and sovereign debt structures everywhere come into question
Deep Down Truth:
This chart doesn’t scream panic. But it whispers something more dangerous: That the system we all grew up in is unraveling from the edges inward. Japan was the last dam. It’s leaking. Quietly. But structurally. And when it breaks - the flood will come for everything.
XXXXX engagements
