$DOGE $BTC The Bank of Japan suddenly raises interest rates! The 0.75% rate ignites a global liquidity shift, the era of $9 trillion 'cheap yen' is coming to an end

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📈 Yesterday, the Bank of Japan raised interest rates by 25 basis points, bringing the policy rate to 0.75%! Although the increase is small, the signal is clear: the last 'zero interest rate fortress' in the world has officially turned.

🌊 Yen liquidity is starting to reverse, and the tide of 'cheap money' that has lasted for decades is receding. A recent report from China Merchants Bank points out that about $9 trillion in low-interest yen carry trade positions may gradually shrink as the interest rate differential between the U.S. and Japan narrows—this means the 'source' that global assets have long depended on is quietly tightening.

💰 Risks in the Japanese bond market are brewing. In the short term, the government of Prime Minister Kishida has approved a supplementary budget amounting to 2.8% of nominal GDP; in the long term, plans are in place to raise defense spending to 3% of GDP and promote a permanent reduction in consumption tax. The clash of fiscal expansion with the shift in monetary policy poses a test for the stability of the Japanese bond market.

🔥 Is a global capital migration about to begin? The yen is no longer 'cheap', the carry trade is retreating, who will be the next market to be impacted?

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