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BOJ Governor Kazuo Ueda said the board will discuss whether to raise the policy rate at the January policy meeting, noting underlying inflation is converging on the 2% target and that upside price risks warrant attention. A live hike debate pressures USD/JPY lower and lifts JGB yields, which tightens the yen-funded carry trade that has been a marginal liquidity source for high-beta risk assets including BTC and ETH. The watch item is whether the hike is actually delivered and how firmly Ueda guides toward further tightening; a hawkish move plus follow-through guidance is the combination that has historically triggered sharp carry unwinds and cross-asset deleveraging.
As a Macro signal, watch whether it changes price action, volatility, or flows around JPY=X, BTC, IXIC.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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