After losing coin for almost ii decades on the thesis that "the IMF-calculated gross debt-to-GDP ratio for Nippon is also high", JGB bears are rotating into approximately other structural thesis why the JGB marketplace must collapse - demographics. (Why High German bunds in addition to Swiss bonds are spared from this single-minded hate of depression nominal yields is beyond me.)
This complements the pin towards talking close "yen collapse" instead of a JGB calamity. The work alongside this theory is that beingness worried close demographics is akin to worrying that a steamroller ii miles downward the route is heading inwards your direction.
"Japan's Demography Will Eventually Crush Its Economy"
Mark Adonis at Forbes is the
As a result, I volition add together this prognostication to my "JGB Collapse" list. 
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