The Macro Minute with Darius Dale

Will faster BOJ rate hikes trigger a correction in global stocks?

September 3, 2026·8 min
Episode Description from the Publisher

In this episode, Darius explores whether faster Bank of Japan rate hikes could trigger a correction in global stocks, why the risk of a major yen carry trade unwind has declined, and what tighter global monetary policy could mean for market liquidity. He also explains why the Fed may need to tighten in the near term to create room for substantially easier policy later.

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