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US Treasury Secretary Scott Bessent publicly signaled that yen appreciation is coming, landing at the same time long-end Treasury yields are pushing higher on an accelerating bond selloff. A lower USD/JPY compresses the yen carry trade that funds leveraged positions in US tech and crypto, so any disorderly move risks forced deleveraging in BTC and ETH beta alongside NASDAQ high-multiple names, while rising UST yields simultaneously raise the discount rate on duration-sensitive risk assets. This is verbal guidance rather than policy action, so the confirmation test is whether the Bank of Japan follows with rate-hike signaling and whether JGB yields keep climbing; a stalled USD/JPY and stabilizing 10Y and 30Y UST auctions would defuse the funding-unwind read.
As a Forex signal, watch whether it changes price action, volatility, or flows around JPY=X, BTC, IXIC.
Original Source: Yahoo Finance
This page is market information analysis, not investment advice.
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