šØ CRITICAL MACRO ALERT: JAPAN SIGNALING GLOBAL LIQUIDITY SHIFT š
Forget the noise. The structural stress in Japanese bond yields is breaking the Yen relationship. This signals deep capital confidence issues that the New York Fed is now watching.
ā ļø WHY THIS MATTERS:
⢠The NY Fed is signaling readiness to support the Yen via Dollar sales.
⢠Intervention means policy-driven Dollar weakness incoming.
⢠A softer Dollar directly boosts Equities and Real Assets.
This currency move is bigger than any tariff headline. Pay attention to the global plumbing.