bearish

BOJ and Carry Trade: THE BUTTERFLY FLAPPED ITS WINGS

David has highlighted this Insight as a Top Pick
217 Views09 Aug 2024 11:13
The JPY carry trade is unlikely to unwind quickly.  The trade is closely correlated to speculative assets like the Nasdaq and Mexican Peso.  Japan's IIP has mirrored increase JPY carry trade.
What is covered in the Full Insight:
  • Introduction
  • Historical Context of JPY Carry Trade
  • Current State of Unwind
  • Impact on Global Markets
  • Future Outlook and Potential Risks
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
EquitiesCross Asset StrategyThematic (Sector/Industry)
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