The problem the market has: Will we get interest rate cuts? Well, according to Goldman Sachs and JP Morgan, that is the case.

However, investors are quietly making tracks to put thier money in Japanese equities. Why? Because Japan are in trouble.

My expectation is the next major event in the stock market is the carry Unwind…But the reasons for it are justified by simply looking at the Yen itself…

Let’s break down how this will impact cryptocurrency, bitcoin, and major stock market assets that we trade ever so often.

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