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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
Oil-in-yen shock is the key macro stress.
USD/JPY ~158 and Brent >$90 put Japan—94% reliant on Middle East crude—near ¥14k/bbl vs ~¥14.4k recent high; Nikkei fut -1,710, VIX 29.5. Watch ¥14,500/bbl and US CPI/PCE. $USDJPY $NKY #Brent
2026-03-08T21:40:28.563Z