

The Yen Carry Trade Is BACK (Here’s What You Need to Know)
Nov 27, 2024
Japan's yen has been gaining strength against the dollar, leading to a renewed focus on carry trading dynamics. The interplay of different carry trades raises concerns about vulnerabilities in global financial markets. As Japanese firms invest heavily in U.S. dollar assets, recession fears heighten amid market volatility. Unraveling these trades could strengthen the yen further, impacting stock performance and credit spreads. This shifting landscape underscores the complex relationship between currency fluctuations and economic fundamentals.
Chapters
Transcript
Episode notes