Carry trade Phase II: Japanese Retail Moms and Pops Vs the World .:)

Discussion in 'Economics' started by HeSaidSheSaid, Sep 9, 2024.

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    it means Japanese investors will have to pay higher interest rates on borrowed yen.
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    Yen to USD exchange rate:
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    Mexico and US are telling Japanese investors the free loading days are over. We're raising interest rate: .:)
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    "Chicago Fed President Goolsbee said last month’s jobs data “came in weaker than expected, but does not yet look like a recession” as US economic growth continues at a “fairly robust level.” Markets rate the odds of a 25bp rate cut at the September 17–18 FOMC meeting at 100% and a 50bp rate cut at the September 17–18 FOMC meeting at 95%".

    changes in interest rate differentials will drive VIX or vice versa
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    Last edited: Sep 9, 2024
  2. Some re-caps of other carry-trade blowups in the not too distant past....

     

  3. 1- Japan is an expensive country perhaps due to the country location in the area that is prone to natural disasters
    2- Japan lacks of natural resources. it has to import a lot of materials
    3- Japan has accumulated a lot of debt.
    yet it has managed to keep the inflation low. someone in the government might have cooked the book.