I’m joined by @acrossthespread to discuss Japan's elections, why the empowerment of opposition parties could cause a blow-up in Japanese government bonds, and why this could lead to a de-anchoring of sovereign bond yields across developed markets. 🔥🔥🔥

We also speak about the political consequences of a sudden rise in financing costs for the U.S. government and why leftist populism is the larger risk that investors haven’t begun to fully price in yet.