🇯🇵 BoJ rate 1 % =
BoJ rate 1 % (vs prior, down).
─ Print ─ Actual 1 % Estimate 1 % Prior 0.75 % Change 33.333%
─ Market reaction ─ VIX 18.44 · DXY 100.09 · 10Y 4.46%
─ Closelook coda ─ Watch: Rubin.
─ Cross-asset implications ─ BoJ: yen-carry status. Hawkish shift = risk-off for global risk-on assets via carry-unwind. Always relevant — even on holds.
Threads into rest-of-day cards. → closelook.net/tape/category/macro/