🚨 JAPAN IS SHIFTING — PAY ATTENTION

For decades: → near-zero rates
→ cheap yen
→ global liquidity boost
That era is slowly changing.
What’s happening If Japan keeps hiking: → yields rise
→ local returns get attractive
→ capital may flow back home
Why it matters Japan is a major global capital exporter.
When yen was cheap → money flowed OUT.
If yields rise → that flow can slow or reverse.
Hidden risk: carry trade → borrow cheap yen
→ invest in higher-yield assets
If yen strengthens: → borrowing costs rise
→ positions unwind
→ liquidity tightens
Market impact → correlations rise
→ stocks & bonds pressured
→ crypto hit harder
Bottom line Not an instant crash trigger.
But a slow liquidity shift — and that changes everything.