The Bank of Japan's interest rate hike is surging: a storm in the global market is imminent

The event of the Bank of Japan raising interest rates seems ordinary but actually contains huge global market implications, its importance even surpassing that of the Federal Reserve's interest rate cuts, marking a new phase in global monetary policy.

From the perspective of policy shift logic, Japan has raised interest rates to 0.75%, ending the era of negative interest rates and yield curve control. This is based on improvements in its domestic economic fundamentals, including GDP growth, meeting inflation targets, and record high wage increases. Meanwhile, a high level of consensus within the policy committee and government support also indicates that this is not an isolated action, but a well-prepared policy adjustment.

This policy adjustment has a clear transmission path and wide-ranging effects on the global market. In the foreign exchange and interest rate markets, the yen is strengthening, U.S. Treasury bonds are under pressure, and rising U.S. Treasury yields will impact global asset pricing. For global risk assets, such as stock markets, high-yield bonds, and cryptocurrencies, unwinding carry trades will lead to tightening liquidity, putting pressure on the valuations of all risk assets.

In the cryptocurrency market, there will be short-term suppression, but structural differentiation may occur, with Bitcoin potentially performing better due to its safe-haven attributes. From a long-term structural impact perspective, the positive shift in Japanese government bond yields will reshape the global asset allocation landscape, and the role of the yen will also change.

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