📢🔶 Japan Inflation Stays Hot — Is the Bank Of Japan Becoming a Global Risk Trigger? 🇯🇵
👿Japan’s core CPI is still ~3%, well above the BOJ’s 2% target, keeping price pressure sticky.
The BOJ has already hiked rates to the highest level in ~30 years, signaling a slow but real exit from ultra-easy policy.
🗾 Further tightening is on the table if inflation doesn’t cool
🧽 Yen strength risk → unwinds carry trades
♦️Global liquidity impact if Japan joins the tightening club
📗 Japan alone won’t crash risk assets — but combined with tight global financial conditions,
🛑 BOJ tightening could become a liquidity headwind markets can’t ignore.
