🚨 THE FED IS HINTING AT SOMETHING BIG - AND IT’S MAKING PEOPLE UNCOMFORTABLE

Let me put this in a simple, human way.

Markets are starting to whisper a word they haven’t used in a long time:
Plaza. Back in 1985, the dollar had become too strong.
U.S. exports were suffering.
Factories were losing business.
Trade tensions were boiling over.

So the U.S. and its allies stepped in together and did the unthinkable.

They intentionally weakened the dollar.

That agreement the Plaza Accord changed everything.

Over the next few years:

the dollar fell nearly 50%

the yen doubled

asset prices reset globally

Markets didn’t resist.
They followed.

Now fast forward to today.

The U.S. still runs big trade deficits.
Currency imbalances are stretched.
Japan is under pressure again.
And the yen is extremely weak.

Last week, something quiet happened.

The New York Fed checked USD/JPY rates a routine move on the surface, but historically the step taken before intervention.

No announcement.
No press conference.

But markets noticed anyway.

Why this matters:

If the U.S. decides the dollar is too strong again,
the response won’t be loud.

It will be coordinated.

And if that starts, everything priced in dollars feels it.

Gold. Commodities. Global assets.

Not overnight chaos a steady shift that only makes sense in hindsight. History doesn’t repeat perfectly. But when it starts to rhyme like this, markets tend to move first…and explanations come later.