How the Bank of Japan Rate Hike Hits US Stocks

The Bank of Japan just raised interest rates to 1% — the highest since 1995 — and US stock futures barely budged. But behind that calm surface, a massive carry trade is unwinding, with implications for everything from the Russell 2000 to Big Tech margins. Lucas and Luna break down why a Japanese rate hike matters for your US portfolio, who benefits, and who gets squeezed. They look at the real numbers: the Russell 2000 up 2.7% in five days, while the S&P 500 barely moved. Plus, they talk about how the show stays ad-free — a quick honest moment about listener support at buy me a coffee dot com slash fexingo. No hot takes, just the mechanics of a global capital flow shift that's already changing which stocks are winning in June 2026. #BankOfJapan #RateHike #CarryTrade #Yen #USStocks #Russell2000 #SmallCaps #BigTech #FederalReserve #GlobalMarkets #PortfolioStrategy #June2026 #FexingoBusiness #BusinessPodcast #QuarterlyReview #Finance #Investing #Macro Keep every episode free: buymeacoffee.com/fexingo