---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36968103.md"
description: "The yen's interest rate rises, the dollar's interest rate falls. Checked which institutions borrowed yen for arbitrage operations."
datetime: "2025-12-08T02:21:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36968103.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36968103.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36968103.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# The yen's interest rate rises, the dollar's intere…


## Comments (29)

- **王哪跑啊 · 2025-12-08T05:44:17.000Z**: Doesn't Berkshire have it? I think I've heard of it
- **MiaMiaLucky · 2025-12-08T03:53:07.000Z**: The maximum interest rate hike is 0.75%, limited
- **Lucky2026 · 2025-12-08T03:21:04.000Z**: Good morning Value Brother
- **东北小笼包 · 2025-12-08T03:09:34.000Z**: The most frightening thing is those Japanese institutions holding Japanese bonds. With yields rising so much, they are going to suffer severe losses.
- **xxxxxxxzzzzzzz88888 · 2025-12-08T03:08:33.000Z**: What does Yifu think about the impact of Japan's interest rate hike on the U.S. market? Should we deleverage?
  - **芝麻云** (2025-12-08T05:43:41.000Z): Yifu?
  - **xxxxxxxzzzzzzz88888** (2025-12-08T05:44:48.000Z): Typo godfather
- **洺燕堂413 · 2025-12-08T02:53:25.000Z · 👍 3**: Negative for the related virtual currencies, high-leverage tech stocks, and financing-dependent companies invested by the above companies; positive for defensive companies with ample cash flow and banks
- **咸二 · 2025-12-08T02:51:00.000Z · 👍 3**: Good Monday, Value Brother. I'm in cross-border business, regularly saving USD, setting operational guidelines, controlling my hands, and learning from Value Brother's investments.
  - **剑影独行侠** (2025-12-08T08:13:12.000Z): How much is the top 2% of the income
  - **死而不能僵** (2025-12-08T13:16:40.000Z): Around 200% dynamic
- **学会空仓的小刘鸭 · 2025-12-08T02:45:56.000Z · 👍 2**: Recently, Japan's 2-year bond has been rising sharply, almost reaching 2.
- **伏见稻荷大社的小狐狸 · 2025-12-08T02:34:32.000Z**: But the Bank of Japan's interest rate meeting is after the Federal Reserve. If the Fed cuts rates, the BOJ has the motivation to keep rates unchanged.
  - **左侧+耐心** (2025-12-08T02:49:25.000Z): The impact is a bit small, it feels like the US stock market will enter a few months of adjustment after Japan's interest rate hike
- **洺燕堂413 · 2025-12-08T02:26:06.000Z**: Negative for these arbitrage companies
  - **長野原烟花店交易员** (2025-12-08T02:27:11.000Z): Institutions will hedge, don't treat institutions as retail investors
  - **我的小钱钱** (2025-12-08T03:14:42.000Z): It should be these companies selling stocks to repay yen, causing a pullback in US stocks🤔
  - **洺燕堂413** (2025-12-08T03:18:51.000Z): Looking at MRST's drop, it seems already priced in
- **价值哥迷弟跟班 · 2025-12-08T02:25:35.000Z**: So is Masayoshi Son really selling Nvidia due to financial constraints? 😅
  - **Lucky2026** (2025-12-08T03:20:55.000Z): Why🧐 don't understand, not optimistic?
  - **价值哥迷弟跟班** (2025-12-08T09:01:23.000Z): It is said that there are other good investment targets that have to be sold, and Masayoshi Son himself is still very optimistic about NVIDIA. The article published by the information some time ago
  - **Lucky2026** (2025-12-08T09:03:48.000Z): Don't know if he's telling the truth or just saying it for face
- **成长的交易员 · 2025-12-08T02:22:10.000Z · 👍 2**: Keep watching🤔