# BOJRateHikesBackontheTable

📊 Macro Watch: BOJ, Yen Liquidity & Crypto Risk
JPMorgan expects the Bank of Japan to hike rates twice in 2025, with policy rates potentially reaching 1.25% by end-2026. If this plays out, it could mark a meaningful shift after years of ultra-loose Japanese monetary policy.
🔹 Why the yen matters:
The yen has long funded global risk-taking through the yen carry trade. Rising BOJ rates could tighten yen liquidity and reduce leverage flowing into risk assets.
🔹 Carry trade unwind risk:
If Japanese yields rise and the yen strengthens, leveraged positions funded in yen may unwind. Historically,

#BOJRateHikesBackOnTheTable
Japan’s era of ultra-loose monetary policy may finally be nearing a turning point.
With inflation proving more persistent and wage growth showing real momentum, Bank of Japan rate hikes are back in focus—a meaningful shift for global markets that have long relied on Japan’s liquidity.
A BOJ policy pivot could: • Strengthen the yen
• Tighten global liquidity conditions
• Create ripple effects across equities, bonds, and crypto
For risk assets, this isn’t just a headline—it’s a volatility catalyst. Macro transitions often bring turbulence before direction becomes clea

#BOJRateHikesBackontheTable
Japan’s ultra-loose monetary era may finally be shifting.
With inflation pressures persisting and wage growth improving, BOJ rate hikes are back on the table, signaling a potential turning point for global markets.
A policy shift from the BOJ could strengthen the yen, impact global liquidity, and create ripple effects across equities, bonds, and crypto markets.
For risk assets, this means traders should stay alert—macro changes often bring volatility before clarity.
As always, macro signals matter. Smart positioning starts with understanding policy moves, not chasin

#BOJRateHikesBackontheTable
#BOJRateHikesBackontheTable
As 2026 progresses, renewed discussions around Bank of Japan rate hikes are becoming a major macro catalyst. After decades of ultra-loose policy, Japan is now facing sustained inflation, improving wage growth, and pressure to normalize monetary conditions. A BOJ rate hike would not remain a domestic event; it would influence yen valuation, global liquidity, bond yields, equities, and crypto markets. Even a modest hike could trigger 2%–5% currency moves, 5%–10% bond repricing, and noticeable shifts in global risk sentiment. Markets are th

Japan has released its CPI data, and it came in below expectations!
📊 Expectation: 2.70%
📉 Actual: 2.00%
Japan's national Consumer Price Index (CPI) data for November 2025 was initially projected at 2.9% headline and 3.0% core. However, the Tokyo CPI data released on December 26, 2025 (approximately today), a leading indicator of the national trend, showed a significant slowdown in December. The headline CPI fell from 2.7% to 2.0%, while the core CPI (excluding fresh food) dropped from 2.8% to 2.3%. The expectation for core was 2.5%, meaning it was below the actual expectation (2.3% vs 2.5%)

$FXS saw a minor decrease, reflecting cautious market behavior. Despite short-term weakness, the project maintains strong fundamentals within the DeFi ecosystem. Long-term holders are observing price action near key levels, anticipating potential recovery as market sentiment improves.
#BOJRateHikesBackontheTable #2025GateYearEndSummary