Core Viewpoint - Analysts indicate that a potential interest rate hike by the Bank of Japan could lead to the unwinding of yen carry trades, which may result in downward pressure on the USD/JPY exchange rate and impact U.S. tech stocks such as Nvidia (NVDA), Meta (META), Microsoft (MSFT), and long-duration assets like QQQ and long-term bonds if the 10-year U.S. Treasury yield exceeds approximately 4.5% [1][2] Group 1 - A potential interest rate increase by the Bank of Japan may trigger the closure of yen carry trades [1][2] - A decline in the USD/JPY exchange rate could occur alongside a rise in the 10-year U.S. Treasury yield above 4.5% [1][2] - U.S. technology stocks and long-duration assets may face pressure as a result of these market movements [1][2]