🌸Will the Bank of Japan raise interest rates in December? The economy exceeds expectations, inflation remains stubborn, and spring wage negotiations are imminent.

[Let me see] But there’s no need to worry about a repeat of last year's 'black swan'. The massive short positions from last year's carry trade have already been liquidated, and the market has even turned into a net long position; the Federal Reserve has cut interest rates, and the global liquidity environment is shifting towards easing.

Some pressure may have already been partially released in advance, a storm is on the way, but the wind speed has downgraded. #日本央行加息