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Aug 18 — BoJ hike odds, drone tariffs, and crypto shifts
• Traders price an 80% chance the Bank of Japan hikes on Sept. 18 — a move that could unwind yen carry trades and rattle global risk assets as it did in 2024 • Trump plans 100% tariffs on imported drones and components while Canada faces 50% US tariffs — escalating trade pressure on supply chains, autos, energy, and the Canadian dollar • Strategy sold $334M in MSTR shares and bought no bitcoin for four straight weeks — removing the market's largest corporate buyer and raising questions about the BTC treasury model
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