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🎉 The bad news has turned into a celebration! Why did the global market collectively surge after the Bank of Japan raised interest rates? 进直播间聊聊
On December 19, the Bank of Japan raised interest rates to 0.75%, a new 30-year high! It seemed like bad news, yet the Nikkei index soared, and global risk assets celebrated together. What’s the logic behind this operation?
💡 Core answer: Bad news fully priced = Super good news!
1. Expectations fully priced: The market had already priced in the interest rate hike, and the uncertainty was directly eliminated!
2. Easing remains: With a 0.75% interest rate facing over 3% inflation, the real interest rate is still deeply negative, and liquidity remains loose!
3. Economic improvement: Interest rate hikes = confirmation of escaping 30 years of deflation! A positive cycle of wages and prices has begun, stabilizing the economic foundation!
🚀 Please keep the opportunity list
✅ Japanese banks, domestic demand, and tech stocks directly benefit
✅ The yen appreciates moderately, and carry trades will not collapse
✅ The global market (including cryptocurrencies) feels reassured; a healthy Japanese economy is a guarantee of liquidity
✅ Musk's 🐶 puppies 🐶 also enjoy the emotional dividends!
This interest rate hike is not the beginning of tightening, but a confirmation of the recovery of the deflation “patient”! The market is celebrating not the interest rate hike, but the end of uncertainty + results exceeding expectations!
