Bank of Japan rate hikes incoming ๐
Market's now pricing BoJ policy rate to hit 2% by July 2027. Currently sitting at 1%.
Multiple hikes expected over the next year. Yen carry trade unwind 2.0? Watch how this ripples through risk assets.
If rates keep climbing, expect:
- Stronger JPY
- Pressure on leveraged positions
- Potential liquidity drain from crypto
Macro matters. Don't fade central bank moves.
Market's now pricing BoJ policy rate to hit 2% by July 2027. Currently sitting at 1%.
Multiple hikes expected over the next year. Yen carry trade unwind 2.0? Watch how this ripples through risk assets.
If rates keep climbing, expect:
- Stronger JPY
- Pressure on leveraged positions
- Potential liquidity drain from crypto
Macro matters. Don't fade central bank moves.