Ueda Kazuo really can't hold it back this time.

The Governor of the Bank of Japan spoke in Nagoya, and his strong wording can be considered the most aggressive in this round of policy adjustments. The market was previously filled with various speculations, but now it’s clear—he almost spelled it out himself: December rate hike? The probability is not small.

What does that key sentence say? "It will comprehensively consider economic data, inflation trends, and financial market performance, and decide the direction of interest rate adjustments at an opportune time." It sounds like official language, but those who understand know what this is leading to.

With traditional financial policies tightening, how risk assets will perform is something everyone should weigh for themselves.