Bờ rồ Trây Đơ

Next week, shares—especially in the technology sector—such as $NVDA.US and $BTC —are likely to fall. Because the US is avoiding a specific scenario, the scenario that the stock market this week has not yet reacted to in time. The S&P 500 closed the week up in green, while the cap tightening the valuation of all risk assets has just set a new ATH. Detailed analysis 👇
Early on July 31 (Japan time), Japan sold $5.9 billion to support the yen when USD/JPY hit its lowest level in 40 years at 163.99. Also that day, the Bank of Japan kept interest rates unchanged at 1%. This kept the yield spread between the US and Japan still at 250–275 basis points. That means selling dollars to buy yen is only a stopgap—the root cause has not been addressed.