Japan just made a bold portfolio move. They've been dumping foreign bonds—a staggering ¥223.6 billion in outflows—while simultaneously loading up on foreign equities to the tune of ¥236.6 billion. This isn't random capital shuffle. It's a textbook risk-on rotation. Money flowing out of defensive global debt positions and straight into growth-oriented equity exposure. When major economies start repositioning like this, it ripples everywhere—from traditional stock markets to alternative assets. The underlying message is clear: investors are getting bolder, betting on growth over safety. That kind of macro shift often precedes broader market sentiment changes across all asset classes.