Subject: JGB yields moving up
https://archive.ph/tGRly

Japan’s borrowing costs at highest in decades on fears of public spending surge
‘Takaichi trade’ gears up as investors bet new government’s plans to boost economy will require big expansion in borrowing

Mr. Buffett's carry trade with sogo shosha (Japanese trading companies) will cost more if he decides to roll the JPY loans.

But more importantly a global source for leveraged carry for all kinds of quant and macro bets is getting more expensive.