Watching the BOJ and JPY Implications

The BOJ's comments today regarding an eventual exit from negative rates, while expected, still feels like a significant shift. Coupled with the slight easing in US bond yields, it makes the carry trade in $JPY less attractive longer term. I'm keeping a close eye on $EURJPY and $USDJPY for any sustained breakdown below key support levels. If the yield differentials continue to narrow, that could certainly inject some volatility into broader FX pairs and potentially impact US tech names that benefit from a stronger dollar. Not making any drastic moves, but definitely adjusting my watchlist for increased JPY strength scenarios, especially if inflation surprises on the upside there.