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2024-08-05 03:42:55

under7kg on Nostr: ...

キャリトレ(低金利での資金調達が世界経済を支えていたとも)大混乱。旅人には円高傾向は大歓迎。
The Nikkei is gearing up for a big drop today (their Monday morning). We'll see how it closes, but it's seemingly the largest 2-day drop in Nikkei history given what happened on Friday.

There's a lot of financial plumbing stuff going on currently. As Japan hikes rates from -0.10% to now 0.25%, they're disrupting the global carry trade, where a lot of global capital is borrowed from Japan and elsewhere in Asia and stuffed into U.S. large cap stonks.

Bitcoin caught up.
Author Public Key
npub1c0pw59sdy4euuy7ghaxtkm73ug6gm8puhjw3fy4wtes6caxt8zasufn4de