The ticking time bomb that the market collectively turns a blind eye to—


——————Bank of Japan's rate hike in June~
BOJ expects to raise interest rates again in June, pushing the policy rate from 0.75% to 1.0%, and most institutions also expect Japanese interest rates to rise to at least 1.0% by the end of September 2026~
Currently, the market's attention is on the Iran war and hantavirus—Japan's rate hike has been pushed to the corner of the news, almost no one is discussing it~
The current situation is: U.S. Treasury yields break 5%, oil prices remain high, U.S. stocks at high levels, Japan's rate hike is imminent~
The market is selectively ignoring these factors...
#日本央行 #Rate hike #套息交易 #Global liquidity
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