BOJ and Carry Trade: THE BUTTERFLY FLAPPED ITS WINGS

David has highlighted this Insight as a Top Pick

347 Views09 Aug 2024 11:13

SUMMARY

The crowded JPY carry trade will not unwind quickly although future unwind episodes may not be as dramatic.
The size of the carry trade is unknown, however its correlation to various asset classes is predictable.
The largest question for global markets is whether the unwind of the JPY carry trade is a harbinger of tighter monetary conditions globally as markets decline and leverage tightens.

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