WildSafarian
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Post 3 🎊⚡
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RADHA 69
𝟭: 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗦𝘁𝘆𝗹𝗲 (𝗚𝗿𝗮𝘁𝗲𝗳𝘂𝗹 & 𝗘𝘅𝗰𝗶𝘁𝗲𝗱)
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"Feeling so loved and appreciated ! A huge thank you to everyone for the support and tips. It means the world to me!
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𝟮: 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹/𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝗳𝘂𝗹 (𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗖𝗿𝗲𝗮𝘁𝗼𝗿 𝗘𝗰𝗼𝗻𝗼𝗺𝘆)
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"Feeling so loved and appreciated ! A huge thank you to everyone for the support and tips. It means the world to me!
#Grateful #ContentCreator "
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𝟮: 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹/𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝗳𝘂𝗹 (𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗖𝗿𝗲𝗮𝘁𝗼𝗿 𝗘𝗰𝗼𝗻𝗼𝗺𝘆)
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𝟯: (𝗦𝗵𝗼𝗿𝘁 & 𝗦𝘄𝗲𝗲𝘁)
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18
For years, global markets benefited from a silent advantage🚨🚨
Japan exported liquidity Capital was raised cheaply in yen and deployed elsewhere, inflating returns across risk assets.
That mechanism is now breaking.
Japan's monetary stance is no longer an outlier:
- Policy rate now sits at 0.75%, a level unseen since the mid-90s
- The 10Y JGB at 1.96% signals a regime shift in domestic yields
- Roughly $534B in ETF exposure faces long-duration rebalancing
- Japan still anchors global bond markets as the top foreign U.S. Treasury holder This is not a cosmetic adjustment. It's a structural reset.
Japan exported liquidity Capital was raised cheaply in yen and deployed elsewhere, inflating returns across risk assets.
That mechanism is now breaking.
Japan's monetary stance is no longer an outlier:
- Policy rate now sits at 0.75%, a level unseen since the mid-90s
- The 10Y JGB at 1.96% signals a regime shift in domestic yields
- Roughly $534B in ETF exposure faces long-duration rebalancing
- Japan still anchors global bond markets as the top foreign U.S. Treasury holder This is not a cosmetic adjustment. It's a structural reset.
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