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Japan's holdings of foreign securities fell by $87.8 billion (about 118.27 trillion won) between end-July and end-August, closely matching the Ministry of Finance's reported intervention total of 15.4 trillion yen (roughly $98.6 billion) through the 26th of last month, indicating that US Treasury sales funded the operation. Reserve-asset liquidation of this scale adds supply pressure at the long end of the Treasury curve and drains a marginal buyer of USD assets, a channel that can lift global term premia and tighten liquidity for high-duration risk including NASDAQ growth names and BTC/ETH beta. The July 31 action was coordinated with the US, the first joint FX intervention since 1998, but with the yen's relief reportedly fading within two weeks, the key watch items are whether USD/JPY retraces to pre-intervention levels, forcing another round of selling, and how 10-year and 30-year UST yields absorb it.
As a Forex signal, watch whether it changes price action, volatility, or flows around JPY=X.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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