๐ข๐ถ Japan 10Y Yield Hits 2.02% โ Highest Since 1998๐ธ
๐ฟ This is a historic regime shift after decades of near-zero rates ๐ฏ๐ต
๐พ Yen carry trade unwinds โ global liquidity tightens
๐๏ธ Risk assets feel pressure (stocks & crypto volatility rises)
๐ฅ FX moves as capital flows back into Japan
โ๏ธ BoJ normalization signals the end of emergency-era policy
Market ripple effects
๐ Equities: pressure on high-leverage & growth names
๐ Bonds: global yields biased higher
Crypto: short-term volatility, long-term narrative strengthens
๐ Big move. Markets arenโt fully priced for this yet.
