🚨 #MACRO SHIFT — BOJ JUST SHOCKED THE MARKET 🇯🇵

Bank of Japan LEFT interest rates UNCHANGED

Everyone was positioned for a hike… and BOJ said NO.

So what really happened here? Let’s break it down properly 👇

🔍 Why the market expected a hike:

Inflation is running above 2%

Wages are finally improving

BOJ already exited negative rates earlier

➡️ Positioning leaned toward strong yen + risk-off

💥 Why BOJ DID NOT hike:

Inflation quality is still weak (mostly cost-push, not demand-driven)

Wage growth is NOT locked in long-term

Japan’s economy remains fragile

Financial stability risks > tightening too fast

BOJ chose stability over aggression.

⚡ Immediate reaction:

Yen weakened 📉

Japanese stocks pumped 📈

Global markets got a liquidity tailwind

🧠 The REAL takeaway (this matters):

Historically, BOJ staying dovish = bullish for risk assets

More liquidity

Less tightening pressure

Better environment for equities & crypto

Markets don’t move on expectations — they move on surprises.

And this was a BIG one.

Stay sharp.

Liquidity is still breathing… and risk assets feel it. 💰

$ENSO $SOMI $KAIA

#Japan #ETHMarketWatch #WEFDavos2026 #GoldSilverAtRecordHighs