Published Sep 15, 2026, 3:33 AM ET · Updated 2 months ago · 1 source
Fed and BOJ hiking same week would worsen markets via dollar funding, yen carry unwind and Japanese repatriation
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Original Report
If the Fed hikes first and the BOJ then raises rates from 1% to 1.25% in the same week, markets would suffer more severely because dollar funding costs rise, yen carry trades shrink and Japanese capital repatriates, keeping US long-bond yields high.