🚨The most dangerous 48 hours for risk assets this year starts Monday.
The Bank of Japan is expected to raise rates to 1% on June 16, the highest in 30 years.
The Fed meets the very next day with zero rate cut expectations and inflation still rising.
Every major BOJ hike since… pic.twitter.com/N9ylZu3j2N
— Bull Theory (@BullTheoryio) June 13, 2026
NEXT WEEK: TWO RATE DECISIONS, 24 HOURS APART, BOTH POINTING THE SAME WAY. TIGHTER.
🇯🇵 BoJ, June 16: expected to hike toward 1%, a 30-year high.
🇺🇸 Fed, June 17: expected to hold, inflation near 3.8%, no cuts priced.
Here’s what’s different.
Past BoJ hikes rattled markets too, but back then the Fed was cutting, cushioning the blow. This time the Fed is on hold.
The yen carry trade unwinds into a Fed that isn’t there to catch it.
That’s the setup worth respecting.
NEXT WEEK: TWO RATE DECISIONS, 24 HOURS APART, BOTH POINTING THE SAME WAY. TIGHTER.
🇯🇵 BoJ, June 16: expected to hike toward 1%, a 30-year high.
🇺🇸 Fed, June 17: expected to hold, inflation near 3.8%, no cuts priced.
Here's what's different.
Past BoJ hikes rattled markets… pic.twitter.com/hPUXbhKdaA
— Merlijn The Trader (@MerlijnTrader) June 14, 2026