🇯🇵 BOJ SUMMARY OF OPINIONS IN 3H
BOJ drops it Dec 29, 8:50am JST
This is the hint… what they wanna do next 👀
market will read every word
POSITIVE → still easy policy = risk on ✅
NEUTRAL → nothing changes = yen stays weak 😶
NEGATIVE → tightening talk = volatility + chaos ⚠️
JGB yields already high
yen already stressed
so yeah… expect big swings 🙏
🇯🇵 JAPAN APPROVES RECORD $785B BUDGET 💥
Japan just cleared ¥122.3T budget (record)
bond issuance ¥29.6T
debt servicing cost +10.8% (ouch)
debt reliance down to 24.2% (lowest since 1998)
rate assumption 3.0% (highest in 29 years)
high debt + rising yields… bad combo
this is the kind of macro that breaks things fast
watch yen
watch bonds
and crypto reacts when stress shows up 👀
SOLUSDT
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