JAPAN JUST FLIPPED THE DEFENSE SWITCH FOR $JST ⚔️

Watch the institutional read-through: Japan easing lethal weapons export limits is a historic shift that signals a deeper security reset across Asia-Pacific. Expect capital to rotate toward defense, industrials, and currency hedges as markets price a longer-duration geopolitical premium.

This matters now because it confirms a structural policy turn, not a headline trade. I think the first real move will be in the yen and defense-linked flows before the broader market fully catches up.

Not financial advice. Manage your risk.

#Macro #Geopolitics #japa #Forex #DefenceStocks

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