๐ฏ๐ต BoJ rate 1 % =
BoJ rate 1 % (vs prior, down).
โ Print โ Actual 1 % Estimate 1 % Prior 0.75 % Change 33.333%
โ Market reaction โ VIX 18.44 ยท DXY 100.09 ยท 10Y 4.46%
โ Closelook coda โ Watch: Rubin.
โ Cross-asset implications โ BoJ: yen-carry status. Hawkish shift = risk-off for global risk-on assets via carry-unwind. Always relevant โ even on holds.
Threads into rest-of-day cards. โ closelook.net/tape/category/macro/