Bank of Japan Governor Ueda just dropped a cautionary note at the Council on Economic and Fiscal Policy meeting that's got markets buzzing. His main point? Keeping monetary policy too loose for too long might actually backfire on hitting that stable 2% inflation target everyone's been chasing.

This matters more than you'd think. Japan's been fighting deflation for decades, and now Ueda's suggesting the extended easing cycle could create fresh complications. The irony isn't lost on traders—after years of ultra-accommodative policy, the BOJ's now worried that more of the same medicine might poison the patient.

For those watching global liquidity flows, this signals potential policy pivots ahead. The yen's been all over the place lately, and comments like these from Ueda tend to move markets fast. Whether he follows through with actual tightening moves remains the million-dollar question, but the messaging shift is crystal clear.