Weekend Edition: Return of the Japanese Carry Trade

Nov 29, 2024

Harry Ishihara, a macro strategist for Macrobond and the Japan Exchange Group, sheds light on the dynamics of the Japanese carry trade amid a fluctuating yen. He emphasizes the cautious return of retail investors, the 'Mrs. Watanabes', despite recent challenges. Ishihara discusses Japan's economic recovery driven by strong foreign investments and changing consumer behaviors. He also addresses the evolving trade landscape under the new Trump administration and the implications for U.S.-Japan relations, especially in key industries like automotive and semiconductors.

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Intro

00:00 • 3min

Analyzing Japan's Economic Shifts and Export Dynamics

03:06 • 2min

Japan's Economic Recovery and Foreign Investment Surge

05:21 • 2min

Dynamics of Japanese Investments and the Yen

07:21 • 6min

Tariffs and Trade Tensions: Japan's Economic Future

13:42 • 11min