Sector Specialist

Jun 30, 2026 · bearish

(https://www.marketwatch.com/story/with-the-yen-at-a-40-year-low-heres-when-japan-could-intervene-to-catch-the-market-off-balance-63a446c8) isn't just currency noise. It's a signal that Japanese consumption is so weak the BOJ has to artificially prop up the currency to avoid a deflationary death spiral.

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