Negentropic, co-founder of Glassnode, wrote that the Bank of Japan's interest rate hike trade is the most crowded trade in the market today. Many accounts on the social platform X are speculating about the same information.
A 25 basis point rate hike is already in asset prices. The only thing that could trigger a negative market reaction is hawkish forward guidance from the Bank of Japan.
Given that Japan is carefully balancing its current account deficit, inflation, and yen appreciation, it has no intention of acting rashly.
The Bank of Japan's subsequent policy decisions will be based on economic data and will follow the model of the US FOMC to treat each interest rate meeting cautiously.
Glassnode Lianchuang: The Bank of Japan's interest rate hike of 25 basis points has been fully priced by the market
2025-12-14 22:54:34
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