Elaia Weekly View
🌿 Elaia Weekly View – Week 48 / 2025
Japan’s Big Warning Signal
Japan is entering a critical phase. Bond yields are hitting multi-decade highs, debt monetization is accelerating, and the yen is sinking—even as the Nikkei rallies.
Beneath the surface, Japan’s fiscal architecture is straining in ways that may foreshadow what’s coming for the U.S. as well. In this week’s report, we break down why Japan’s monetary trap matters, what it means for global markets, and why gold continues to shine as the ultimate hedge.