Tariffs, Stagflation, and Yen Strength Set the Stage for a Clean

Alright degenerates, here’s your clean macro breakdown.
Pair with strongest directional bias right now: USD/JPY
Bias: SHORT USD/JPY (Bearish USD / Bullish JPY)

WHY? Because the U.S. just tripped over its own tariffs and dragged the dollar with it.

1. U.S. melting down:
• Trump went full trade-war goblin: 10% base tariffs on everything, up to 100% on certain countries.
• Fed now cornered — inflation UP, growth DOWN = stagflation vibes.
• Powell already out here looking like he wants to cut rates yesterday.
• S&P nuked -4.9%, $2.5 trillion gone in a day. This is not a drill.

2. Japan not looking great, but better than the U.S.:
• BOJ possibly delaying hikes, but inflation’s been above 2% for 3 years.
• Tokyo CPI still hot.
• Plus: classic safe-haven flow kicking in thanks to all the macro chaos.
• Yen doing what yen does—acting like gold in a suit.

3. Geopolitical backdrop:
• EU & Japan both throwing shade at U.S. tariffs.
• Retaliation incoming? Risk-off vibes continue.
• Markets shifting to JPY like it’s 2020 all over again.

4. Central Bank energy:
• Fed: Shaky, reactive, duck-and-cover mode.
• BOJ: Holding back, but not out. Inflation gives them ammo.

⸻

TL;DR:
• USD is getting wrecked by its own government.
• JPY benefiting from safe-haven flows + stable inflation.
• Every major factor (macro, policy, geopolitics, sentiment) leans one way.
• USD/JPY short looks clean AF from a fundamental standpoint.

Not financial advice. I don’t care what you do. Just don’t long this trash.
Now go slap some fibs and RSI on this thing and pretend you knew it all along.