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