🚨 JAPAN MAY BE ABOUT TO HIT GLOBAL MARKETS WITH ANOTHER RATE HIKE.
The BOJ is preparing investors for what could become a major liquidity shock.
BOJ Deputy Governor Ryozo Himino says the pace and timing of future hikes will be debated at every meeting.
September isn’t confirmed.
But markets are pricing nearly a 90% chance of a hike on Sept. 17–18.
Japan’s policy rate is already at 1% a 31-year high.
Another 25 bps would push it to 1.25%.
And the bigger issue?
Japan is watching FX moves, AI-driven demand and the Middle East conflict while making its decision.
Meanwhile:
Wholesale inflation: +7.2%
Core inflation: 1.8%
USD)JPY: 159.35
If the BOJ tightens faster than expected, global liquidity could feel the impact.
That matters for bonds.
That matters for the yen.
And yes it could matter for Bitcoin and risk assets.
Japan may be setting up the next major macro catalyst.
Watch September.
#Bitcoin #Crypto #BOJ #Japan #Markets
The BOJ is preparing investors for what could become a major liquidity shock.
BOJ Deputy Governor Ryozo Himino says the pace and timing of future hikes will be debated at every meeting.
September isn’t confirmed.
But markets are pricing nearly a 90% chance of a hike on Sept. 17–18.
Japan’s policy rate is already at 1% a 31-year high.
Another 25 bps would push it to 1.25%.
And the bigger issue?
Japan is watching FX moves, AI-driven demand and the Middle East conflict while making its decision.
Meanwhile:
Wholesale inflation: +7.2%
Core inflation: 1.8%
USD)JPY: 159.35
If the BOJ tightens faster than expected, global liquidity could feel the impact.
That matters for bonds.
That matters for the yen.
And yes it could matter for Bitcoin and risk assets.
Japan may be setting up the next major macro catalyst.
Watch September.
#Bitcoin #Crypto #BOJ #Japan #Markets
