Trump’s Tariffs Spark Safe-Haven Surge—But Is the Market Bottom In?

The U.S. tariff wave is shaking things up, pushing the Japanese yen to multi-month highs. Meanwhile, Warren Buffett’s Berkshire Hathaway just issued ¥90 billion in yen bonds on Nov. 11, hinting at a bold bet on Japan’s top five trading companies. Could this signal the market’s bottom and the start of an uptrend? Analysts love the setup: yen-denominated bonds sidestep currency risks, and with trading firms yielding ~3% against Buffett’s ~1.5% borrowing cost, there’s a juicy ~1.5% spread to pocket. Market Pulse: Stocks may be ready to rally!

Buffett’s Fortune Grows Amid Billionaire Bust!

Trump’s tariffs are hitting billionaire wallets hard, but Warren Buffett’s thriving—his wealth soared $11.5 billion in 2025, or ~NT$379.1 billion monthly, making him the only top-10 billionaire gaining ground this year. Berkshire’s ¥90 billion yen bond, its smallest yet, has traders buzzing about a potential power move in Japan. Split across six tranches (3 to 30 years), yields are up from last October, with the three-year bond’s 70-basis-point premium (vs. 49) showing higher costs. Is Buffett’s play a sign the market’s turning bullish?

Tariff Fears Shake U.S. Debt Confidence

Last week’s tariff drama dented trust in U.S. debt, lifting safe-haven picks like the Swiss franc and yen. On Nov. 11, the yen hit ¥142.87 per dollar—a near two-year high—as U.S. trade tension fears spike. Japan analysts see Buffett’s bond as a savvy move: borrow yen, buy Japanese stocks. With markets possibly bottoming out, the bond’s scale could hint at how big he’s betting on an upswing.

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