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U.S. Treasury Secretary Scott Bessent has just made a notable statement at Southern Methodist University (Texas), openly putting pressure on the Bank of Japan (BOJ) to raise interest rates at next week’s meeting. At the same time, global energy markets were thrown into sharp turmoil as European natural gas prices surged 6.8% to 80.98 euros per megawatt-hour, setting the highest level since January 2023.

The rare intervention by the head of the U.S. Treasury signals growing expectations for the BOJ Governor Kazuo Ueda to deliver a 25-basis-point increase, while gas prices in Europe have doubled since the outbreak of the Middle East conflict. The double shock from expensive energy and a reversal in monetary policy is threatening to reignite global inflation pressure.

For traditional financial markets, the outlook of tighter monetary policy from the BOJ combined with escalating energy costs could trigger a wave of unwinding from yen carry-trade positions. This would push global bond yields higher, put pressure on exchange rates, and weaken the risk appetite of major capital flows.

Crypto markets are also unlikely to avoid bouts of strong volatility as USD liquidity faces pressure from restructuring. Investors $BTC c need to closely monitor the BOJ’s response and the energy-price developments, because a reversed carry-trade scenario amid inflation returning could spark short-term pullbacks before money flows settle into a new trend. 📉

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The global energy market has just recorded very strong fluctuations as the price of natural gas in Europe officially broke above the 80 euro/MWh mark for the first time since the beginning of 2023. At the same time, the price of WTI crude oil also jumped 2.00% during the day, reaching 96.14 USD per barrel, reflecting growing concerns about the risk of tighter energy supply.

This development is especially important because energy is a core factor that directly drives the global inflation index. With both oil and gas simultaneously setting new high price milestones, inflationary pressure is set to flare up again, completely overturning the market’s expectations regarding the interest-rate cut path of major central banks.

For financial markets in general, rising energy costs often go hand in hand with the upward trend of the US dollar and US government bond yields, thereby exerting downward pressure on stock markets. When companies’ input costs increase sharply, the risk of a stagflationary economic slowdown is once again placed on the balance.

For the crypto market, a tightening macro environment and a risk-avoidance mindset will directly slow the flow of new capital into $BTC . When investors prioritize capital preservation under inflation pressure, the crypto market in the short term may face sharp correction waves and significant differentiation driven by macro liquidity. ⚡

#dau #khi_dot #inflation