🚨 BREAKING — Japan just changed the mood 🚨
Japan doesn’t do sudden moves. That’s why this one matters.
The Bank of Japan confirming a 75 bps rate hike in just three days isn’t normal policy housekeeping. It’s a signal. Inflation is no longer something they can politely tolerate, and the decades-long comfort of ultra-easy money is starting to crack.
Markets are uneasy for a reason. Japan has been a global liquidity anchor for years. Cheap yen funded risk everywhere — equities, bonds, emerging markets, even parts of crypto. When that anchor shifts, flows don’t adjust gently. They snap.
Expect pressure on carry trades first. Then currency volatility. Then the knock-on effects: tighter global liquidity, higher bond yields elsewhere, and a reassessment of risk across asset classes. This isn’t isolated to Japan — it quietly feeds into how the Fed, ECB, and others think about staying restrictive longer.
For crypto, especially $BTC, this is a mixed signal. Liquidity tightening is usually a headwind, but macro regime shifts also increase demand for neutral, non-sovereign assets. Timing matters. Positioning matters more.
This isn’t panic territory. But it is a reminder: global monetary policy is no longer moving in one direction.
Watch the reaction, not just the headline.
#Japan #BoJ #USNonFarmPayrollReport t #Macro #Current $BTC
