🌟🌟🌟We remember that childho

🌟🌟🌟We remember that childhood excitement of placing a lost tooth under the pillow & waking up to find a shiny coin in its place. It is a simple act of faith, much like the one investors globally are doing now, hoping for their seasonal reward : the Santa Claus Rally.

However the Santa Claus Rally is starting to feel a lot like that Tooth Fairy : a lovely idea that we desperately want to believe in but the evidence is getting a little shaky.

The real bogeyman this holiday season is the Bank of Japan. A potential BoJ rate hike is the "lump of coal" that could crash the party. The culprit? The massive Japan Carry Trade.

Traders have borrowed trillions of yen at near zero interest rate and funelled that cash globally, fueling a massive market boom. If Bank of Japan raises rates, the carry trade rapidly unwinds.

The result : A sudden withdrawal of global liquidity, threatening a sharp market correction.

So let's proceed with caution and stay calm.

@Tiger_comments

Santa Rally Starts? Can BoJ Rate Hike Land As Expected?

Market rebounds with Micron's earnings. Ahead of the BoJ decision, a rate hike is widely seen as almost a done deal. Markets broadly expect a 25 bps increase, which would lift the policy rate to its highest level in 30 years. Recently, markets have been buzzing about a potential major twist in Japan’s rate hike narrative. One line of thinking is that if Japan proceeds with a “normal” rate hike, it could mark a clear case of the “shoe dropping” — potentially setting the stage for a reversal in US equities. -------- Will market reversal stage? Can santa rally start?

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