#美国就业数据表现强劲超出预期 Japan's inflation data for November has been released, with a year-on-year increase of 2.9%, and core inflation even reaching 3.0%. What does this mean? The Bank of Japan's 2% price target has once again been breached—this has been the case for 44 consecutive months. From the perspective of people's livelihoods, essential goods like rice have increased sharply, with a rise of 37.1%, which is a real "basket pressure".

The Bank of Japan raised interest rates to 0.75% in its decision on December 19, while signaling further rate hikes. This gradual tightening policy indicates that the pressure to combat inflation is far from over. Changes in global liquidity and fluctuations in commodity prices are pushing up Japan's price expectations, and the suspense of future rate hikes will continue.

From the market perspective, the shift in the Central Bank's attitude often stirs the rhythm of asset allocation. $BTC $ETH $SOL and other risk assets' pricing logic is undoubtedly sensitive to the global interest rate environment. As a crucial part of global liquidity, Japan's monetary policy direction deserves ongoing attention.