🇯🇵💥 "The central bank attitude has made a major shift, and global liquidity is facing a dramatic change"

A 30-year low interest rate policy suddenly reverses! The latest meeting minutes show that interest rate hikes will continue after December. The 0.75% rate has hit a 30-year high, and the decision-makers have explicitly stated: it is far from over.

📊 The market is facing four shocks:

1️⃣ Inflation has remained above 2% for four years, with real interest rates still negative—savings are quietly losing value
2️⃣ The dilemma of currency devaluation remains unresolved, prices stay high, and officials hint that the rate hike frequency will accelerate
3️⃣ The "negative interest rate window" is officially closed, arbitrage capital is fleeing collectively, putting pressure on stocks, bonds, and forex markets simultaneously
4️⃣ Neutral interest rates are still far away, and the central bank has set the tone: this is just the beginning of the rate hike cycle

🔀 Chain reactions have already started:

· The yen is highly volatile, with increasing depreciation pressure
· Gold and silver are becoming safe havens, with the heat of hard assets soaring
· Global liquidity contraction is accelerating, the Fed is no longer tightening alone—Japan has officially entered the tightening camp

⚡ Key variable: this is not just a regional event

If Japan continues aggressive rate hikes, trillion-dollar interest rate arbitrage trades could face collapse risks. The dollar, U.S. bonds, emerging markets, and cryptocurrencies—will all be affected by this liquidity tidal wave. Gold, silver, stablecoins, and safe-haven currencies... the market is re-pricing all assets.

In the midst of volatility, some see risks clearly, others smell opportunities. What’s your judgment? Leave a comment with your honest opinion.