# BOJRateHikesBackontheTable

#BOJRateHikesBackontheTable
Why the Carry Trade Narrative Is a Structural Shift Not a Sudden Crisis
As market expectations build around the possibility that the Bank of Japan continues lifting rates into 2026 potentially toward the 1.25% range the global macro conversation is increasingly revolving around yen liquidity and carry trade exposure. This discussion, however, is often oversimplified.
The yen is not just a domestic variable. It has been embedded for decades in the foundation of global leverage, quietly influencing funding costs, volatility regimes, and cross-asset risk appetite, i

🇯🇵 Yen Liquidity, BOJ Rate Hikes, and Crypto Risk Is the Carry Trade Back in Focus?
JPMorgan’s expectation that the Bank of Japan could hike rates twice in 2025, pushing policy rates toward 1.25% by end-2026, is more than a local monetary policy story. It directly raises questions about global liquidity conditions, risk asset funding, and whether a yen carry trade unwind could once again ripple through markets including crypto. My view is that yen liquidity still matters, but the impact will be conditional, not automatic.
Why the Yen Matters to Global Risk Assets
For decades, the yen has f

#BOJRateHikesBackontheTable
JPMorgan Flags BOJ Hikes Could Yen Liquidity Reshape Crypto Risk? My Thoughts and Insights
JPMorgan expects the Bank of Japan to hike rates twice in 2025, pushing policy rates toward 1.25% by end-2026. On the surface, that might sound modest. In reality, for global markets especially crypto this could be a big deal.
Why? Because the yen isn’t just another currency. It’s been the backbone of global cheap liquidity for decades.
Why the Yen Matters More Than It Seems
Japan has been the world’s funding engine. Ultra-low rates turned the yen into the preferred curren

🏦 #BOJRateHikesBackontheTable | Market Alert 📊✨
The Bank of Japan (BOJ) is reconsidering interest rate hikes, signaling potential shifts in global financial markets. Traders and investors are closely monitoring the impact on currencies, crypto, and broader market sentiment. 🌐💹
💡 Key Insights:
Possible influence on JPY and global markets 💱
Potential implications for crypto trading strategies 🔍
Importance of watching market reactions and economic indicators 📈
Stay informed and make strategic trading decisions with Gate.io’s real-time insights and advanced tools! ⚡💼
‍#Gateio #CryptoMarke

Japan’s Shocking Interest Rate Shock Historic Change in the Global Financial System and a Warning for Investors
The shock coming from Japan is not just a headline it represents a fundamental shift in the global financial system that has been building for years. For more than three decades Japan stabilized the world through zero interest rates absorbed global uncertainty and provided cheap credit to international markets. This era supported US growth global stock valuations real estate booms and the modern debt based economy. When Japans 20 year government bond yield rose to 275 percent it mark