Skip to content
Feb 05 2026
Stock Market

JGB Jitters, Nikkei Nirvana

  • Feb 5, 2026

In January, a surge in Japanese Government Bond yields occurred simultaneously with a selloff in the Yen—a sign of intensifying market concern about fiscal stability. Interestingly, collective stress in both the JGB and Yen has yet to spill over into the Nikkei Index, but if history is any guide, it is doubtful that Japanese equities will continue to be immune.

Login

For full access, please enter your credentials.

About The Author

Chun Wang / Sr. Research Analyst & Co-Portfolio Manager

Chun Wang Sr. Research Analyst & Co-Portfolio Manager

Chun is a Senior Analyst and Co-Portfolio Manager for the Leuthold Core Investment Fund, Leuthold Global Fund, Leuthold Global Industries Fund, and Leuthold Select Industries Fund.

Perception for the Professional
February 2026 Issue

Green Book Publication Cover

Featured Articles

Sector Navigator
February 2026 Issue

Blue Book Publication Cover

Recent Tags
[ALL]

Recession (71) Capex (20) 4% Club (8) Stablecoins (1) Dollar (57) Tobacco (9) Recession Dashboard (4) Fed Policy (174) Growth (121) Credit (12) Selloff (1) Value (132) Germany (4) Dreams and Nightmares (5) Yield Curve (86) Election (11) China (45) Gold (84) Easing (1) Market Rotation (2)