🚨 JAPAN SETS OFF A GLOBAL CHAIN REACTION 🇯🇵⚠️
The Bank of Japan has raised rates again, sending bond yields into territory the market hasn’t had to deal with in decades. This move isn’t confined to Japan — it’s a pressure test for the entire global system.
Here’s why it matters:
• A $10 trillion debt mountain now faces rising borrowing costs
• Higher domestic yields encourage capital to flow back into Japan
• Over $1T in yen-funded carry trades comes under stress
• Risk correlations spike — assets stop moving independently
When that happens, markets don’t rotate.
They liquidate.
Japan no longer has the freedom to print its way out. Inflation has closed that door. With policy flexibility gone, global markets are being forced to reassess pricing — fast.
⏳ The next 48 hours are critical.
⚠️ Watch the yen. Watch liquidity.
When Japan moves, everything feels it.
