🔥December's two key meetings may reshape the global capital landscape
This month, there are two major events directly related to the direction of global liquidity:
① December 9–10 Federal Reserve meeting
The market generally expects — interest rate cuts are basically confirmed. This will affect dollar liquidity and global risk appetite.
② December 19–20 Bank of Japan meeting
The outside world generally believes — an interest rate hike has become a consensus. This may mark the end of Japan's decades-long era of zero and negative interest rates.
Most people focus on the dollar's interest rate cut but overlook the far-reaching impact of the yen's interest rate hike.
If Japan officially raises interest rates, it means global capital may flow back to Japan;
More importantly, the large-scale yen borrowing formed in the low-interest environment over the past ten years will face pressure to return and repay.
Its potential impact should not be underestimated: gold may face a risk of plummeting; US stocks and the Nikkei may see corrections in high-range areas; global assets may trigger a phase of selling.
December may become a turning point in global financial trends.
Changes in capital flows will directly determine the next phase of the dollar, gold, and cryptocurrency markets, which deserves high attention.
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