🚨 JAPAN JUST FLIPPED THE SWITCH 🇯🇵
The BoJ pushed rates higher again.
Yields are stepping into zones markets never modeled for.
This isn’t about Japan anymore.
It’s about global liquidity tightening in real time.
→ Over $10T in debt meets rising yields
→ Capital starts heading home
→ The $1T+ yen carry trade begins to crack
→ Asset correlations compress toward ONE
When correlations hit one, diversification dies.
Nothing hides.
Everything reprices — together.
Japan’s old escape hatch is gone.
Printing doesn’t work when inflation is awake.
⏳ The adjustment window is shrinking.
⚠️ Keep eyes on the yen, liquidity flows, and risk assets.
Quiet rotations are already forming 👀
$TREE
$TURTLE
$HEI
Volatility isn’t a forecast anymore.
It’s the backdrop.