Analysts pointed out that if the Bank of Japan raises interest rates, it may cause the yen to close arbitrage positions. Once the dollar falls against the yen and the 10-year US bond yield rises above 4.5%, it will put pressure on US technology stocks such as Nvidia, Meta, and Microsoft, and long-term assets such as QQQ/long-term bond portfolios.

Analysts pointed out that if the Bank of Japan raises interest rates, it may cause the yen to close arbitrage positions. Once the dollar falls against the yen and the 10-year US bond yield rises above 4.5%, it will put pressure on US technology stocks such as Nvidia, Meta, and Microsoft, and long-term assets such as QQQ/long-term bond portfolios.