

Francis Hunt: This YEN Carry Trade Collapse Could CRASH Everything
Jul 4, 2025
Francis Hunt, known as The Market Sniper, shares profound insights into macroeconomics and financial markets. He warns of an impending crisis tied to the yen carry trade and systemic stress indicators. Hunt predicts instability in U.S. stocks and a rise in gold prices, targeting $3,700, while highlighting the undervaluation of platinum. He also discusses a temporary dip in silver, followed by an explosive rally as the crisis unfolds. His expertise offers a gripping look at how geopolitical tensions and financial dynamics shape investment strategies.
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US 10-Year Yield Dynamics
- The US 10-year Treasury yield is range-bound but expected to break higher in a debt-based collapse.
- Dollar weakness acts as a release valve for debt devaluation, complicating rates and currency dynamics.
Swiss Franc Strength & Negative Rates
- The Swiss franc is strong amid a polarization of first world currencies driven by stable, high-trust economies.
- Switzerland likely will impose negative interest rates on foreign deposits to control franc strength.
Yen Carry Trade Risk
- The Japanese yen carry trade funds American markets cheaply, powering tech and treasury investments.
- A disorderly unwind of this carry trade could cause crashes in U.S. stocks, Treasuries, and the dollar.