Japan’s debt crisis, collapsing currency and surging bond yields may be the biggest warning sign for Britain’s financial future. In this episode of the MoneyMagpie Invest Podcast, Jasmine Birtles speak with Nick Hubble - editor of the Fleet Street Letter and analyst at South Bank
Investments - about Japan’s 260% debt-to-GDP burden, its crashing yen, and why a Japanese sell-off of foreign assets could hit the UK markets hard. We break down the risks facing the Bank of Japan, the impact of its decades of money printing, and how a sovereign debt crisis in Japan could trigger capital repatriation, rising UK gilt yields, and a shock to government borrowing. Nick explains why Japan has defied gravity for so long, what finally pushed it into crisis this year, and how political
change is accelerating the danger. We also explore what this means for the UK economy, inflation, future budgets, the bond market, global investment flows, and the West’s demographic and fiscal challenges. A deep dive into a crisis unfolding in real time - and why it matters for every UK saver, investor and taxpayer.
