I just noticed something that many are overlooking in the markets. The Federal Reserve is sending signals very similar to those of 1985 regarding intervention in the yen-dollar exchange rate. And if history repeats itself, this could change everything.

Let's see why. Forty years ago, the dollar was too strong. U.S. factories were losing orders, exports were plummeting, and the trade deficit kept growing. Congress was about to impose massive tariffs against Japan and Europe. So something historic happened: five countries gathered at the Plaza Hotel in New York and agreed on something radical. They decided to sell dollars together and buy other currencies. It was the famous Plaza Accord that changed the market.

And it worked. In just three years, the dollar fell nearly 50%. The yen appreciated 100%. The dollar went from 260 to 120 against the yen. When governments cooperate in currency markets, the market doesn't resist; it simply follows the trend.

Now look at what's happening today. The United States still has a huge trade deficit. Monetary misalignment is at all-time highs. Japan is once again the point of pressure. And the yen remains weaker than ever. That’s why everyone is talking about "Plaza Accord 2.0."

Last week, the New York Federal Reserve conducted a survey on the dollar-yen exchange rate. Exactly what it does before intervening in the market. The signal was clear: sell dollars, buy yen. Just like in 1985. The move hasn't happened yet, but the market is already reacting because it remembers what the original Plaza Accord meant.

If this repeats, all dollar-denominated assets will explode. Gold will rise, commodities will skyrocket, markets outside the U.S. will revalue. It’s the kind of monetary adjustment you don’t see every decade. And trust me, when something like this is on the horizon, markets move before it officially happens. It’s worth paying attention to this.