🚨 THIS IS NOT SMOKE. JAPAN IS A MACRO BOMB RIGHT NOW.
✅ WHAT IS 100% REAL:
• The Bank of Japan (BoJ) is hours/days away from a key rate decision.
• Japan has had ultra-low rates for decades and is now normalizing monetary policy.
• Global markets ARE tense about this decision (stocks, bonds, crypto, FX).
⚠️ WHAT IS REAL BUT NOT YET OFFICIAL:
• The market's base scenario is RATE INCREASE, not cut.
• There is talk of a strong move, even up to 75 basis points — that would be historic for Japan.
• Until the BoJ publishes the statement, it is not confirmed, but the probability is high.
💣 WHY THIS SCARES MARKETS:
• Japan is the largest lender in the world.
• If rates rise:
• The yen strengthens 💴
• The carry trade unwinds
• Global liquidity drains
• Risk assets could fall sharply (stocks and crypto)
🚀 THE BULLISH STORY ONLY APPLIES IF:
❌ Japan cuts rates → VERY UNLIKELY SCENARIO today.
That would indeed be a bullish shock… but it is not what the market expects.
🧠 UNFILTERED CONCLUSION:
✔️ Japan is indeed about to move the global board.
✔️ The dominant expectation is RATE INCREASE.
❌ The cut is hype, not reality.
🔥 This is not a minor news. Japan could be the trigger for the next big global volatility.