🚨 GLOBAL LIQUIDITY SHOCK IMMINENT! 🚨
JAPAN IS FORCED TO SELL! They hold $1.2 TRILLION in US Treasuries and must dump bonds to defend the Yen. This is the catalyst we have been waiting for.
What this means for markets:
• US yields spike hard.
• Cost of leverage skyrockets.
• Leverage across the board gets crushed.
FX is signaling the first major crack in the system. Watch for contagion. This isn't just a Japan story; this is a global deleveraging event incoming.