šØ JAPAN MACRO SETUP IS CRITICAL THIS WEEK šØ
SOMETHING HUGE IS BUILDING QUIETLY IN GLOBAL LIQUIDITY. THE BANK OF JAPAN IS MAKING SUBTLE MOVES NEAR USD/JPY 160āA HISTORICAL THRESHOLD FOR ACTION.
ā¢ Japan holds over $1.2 TRILLION in US Treasuries.
ā¢ Yen stabilization requires selling Dollars, pulling liquidity.
ā¢ FX stress travels: FX ā Bonds ā Equities ā $Digital Assets.
ā¢ Long-end yield curve pressure signals structural change.
This is about balance sheet mechanics, not noise. Pay attention to policy levels.