The Federal Reserve just finished cutting rates, and the US stock market is soaring towards 50000 points like it's on a rocket; meanwhile, the cryptocurrency market is still jumping around in a range. Don't think this is the end; this is just the opening of the 'confusion week,' and the real key point is - Japan's interest rate hike.

You may choose not to watch the Japanese economy, but you absolutely cannot ignore the yen's trend. The yen's trouble lies in the fact that it maintained negative interest rates for 20 years and suddenly switched to positive interest rates last December, which is a key part of the most 'structurally seismic' link in the global financial chain.

The essence of negative interest rates is simple: borrow 100 from Japan, repay 99; positive interest rates mean borrowing 100 and repaying more. Do you think money falls from the sky? Ordinary people don't get this treatment; those enjoying this operation are big shots and institutions like Buffett and Soros.

Why did Buffett say 'I really like Japan'? Because in the past he could borrow low-interest money from Japan indefinitely, convert it into dollars to trade U.S. stocks, and then convert it back to yen to repay debts—this is free ammunition, and global arbitrage institutions play like this.

The question arises: Japan is going to raise interest rates now. All the funds borrowed from Japan for global arbitrage—stocks, gold, oil, bonds, foreign exchange, and even Bitcoin—must start to pull back some to repay debts, otherwise interest costs will rise sharply.

What does this mean?
A wave of unified 'capital repatriation to Japan' will emerge globally;
= A wave of passive selling of risk assets;
= A wave of short-term declines and increased volatility.

So the next week will be even more confusing.
On one side, the U.S. is lowering interest rates, and on the other side, Japan is raising interest rates—putting these two things together only has one explanation: the market is a bit off, and a storm is brewing.

The specific deep impacts, we will discuss slowly next year; it's too early to talk about now, but you better fasten your seatbelt in advance for this round of turbulence.

Opportunities vanish in the blink of an eye, hurry up, treasures!

Don't let hesitation delay your best opportunity to get rich, and don't be wrecked by air coins. Follow Sister Meow and let's have a prosperous year together!#美联储降息