【“Thirty Years of Lying King” Turned the Table】 Japan's Central Bank Christmas Statement: Don't Sleep, Continue to Raise Interest Rates Next Year! 小🔥奶🔥狗p.u.p.p.i.e.s聊聊

“After thirty years, do you know how I've spent these thirty years?”
Kazuo Ueda's speech at the Keidanren can be regarded as the central bank's version of the grand finale of “Infernal Affairs” — the negative interest rate drama is finally over in Japan.
“Prices have already taken off, and wages are following closely behind; the real interest rate is as low as a discount tag in a mall. It can't be justified not to raise interest rates.”
Translated into market jargon:
“The free yen ATM has stopped operating; arbitrage brothers, please be cautious. Next year, we will continue to meet at the interest rate table.”
The most striking part is the comparison — at the press conference a week ago, he was still saying “maybe, perhaps, let’s wait and see,” but yesterday he directly revealed his cards: “We are serious about this wave of inflation.”
The market was completely shocked: “After 37 years of zero interest rate ‘Lying King’, is he really going to stand up this time?”
Those traders on Wall Street who made money by borrowing yen are probably now cursing while adjusting their models:
“The best carry trade of the year, just ended like this?”
Global capital is scrambling to reclaim seats. Japanese assets, which have been labeled as “the world's cheapest funding pool” for thirty years, are now having their old price tags ripped off.
Stop asking “how low will the yen fall” — ask “when is the next interest rate hike.” When the thirty-year zero interest rate ninja decides to draw his sword, no one knows how fast his swordplay will be.
This may not be the end of an era, but rather the true beginning of a more complex one. Get ready, volatility is the new normal. $BTC