🔥 japan just shook global markets with big news on dec 25
for years, japan gave the world cheap money:
❄️ ultra-low rates
💴 easy yen loans
♾️ carry trades
but that’s ending fast
boj governor ueda said:
➡️ wages rising
➡️ inflation near 2%
➡️ real rates still low
➡️ more rate hikes in 2026
💥 bottom line: japan’s cheap money is over
markets reacted fast:
💣 yen jumped
🏦 carry trades under pressure
📉 bonds and risk assets falling
this is a major shift ⚠️
📉 yields up, leverage hurting
📉 high valuations in trouble
📈 volatility (vix) rising
🚨 crypto warning: carry unwind = short-term pain
but it can set up the next big move
liquidity is no longer unlimited
cycles are changing
spot it early or pay the price later 👀
#Japan | #market | #UpdateAlert | #fed
