🚀 Japan's Monetary Policy Meeting: A Reconsideration of Short-Term Volatility and Medium to Long-Term Opportunities.👉 🐕🐕 小🌻奶🌻狗 p u p p i e s 🐶🐶
First, looking at the chip structure, it is currently not ideal; the market moves are not solid enough, which is a reality that needs to be faced. However, because of this, important events often become more accessible observation windows. The focus on Japan's monetary policy meeting should not be solely on the interest rate level that the market has fully digested, but rather on whether there will be unexpected changes. If there are any 'surprises', short-term volatility may be quickly amplified.
From the perspective of Japan-U.S. relations, against the backdrop of a gradually forming global interest rate cut trend, the dollar is relatively weak, and the pressure on the Japanese yen is easing, which is actually favorable for risk assets from a medium to long-term perspective. Regarding liquidity, there have not been any significant abnormalities observed; overall, it remains in a relatively loose channel, and the logic of capital outflow still holds.
One needs to be alert to the pace of deleveraging, especially near key time windows, as the market often releases signals in advance. In summary, risks and opportunities coexist, but under the premise that the direction of easing has not changed, the weight of opportunities still outweighs the risks. For participants leaning towards the left side, it is more suitable at present to increase focus and seek more certain layout timing within the next three months.
