#Carry Trade

Hook: The Arithmetic of Intervention Japan and the United States just...

Japan's 30-year government bond just hit 4.115% — a level not seen since 1996...

Chaos detected. Analysis loading. The old model is dead. The new one is built...

The Nikkei 225 fell 2% intraday on August 19. The mainstream narrative will...

The Federal Reserve kept rates steady at 3.5%-3.75% last week. Japan’s centra...

The Bank of Japan just whispered a rate hike. The market heard a scream. On M...

Most people think the Bank of Japan's next move will be a direct dollar dump....

Japan's five largest life insurers just reported $96 billion in unrealized...

On February 2025, a joint US-Japan FX intervention was announced. The stated...

I don't care about central bank press releases. I care about the flow. And...

USD/JPY has been camped above the 160 handle for weeks, and the Japanese...

Japan’s Services Producer Price Index (SPPI) rose 3.2% year-over-year in Marc...

Hook: The Signal That Broke the Tape The FX carry trade just posted its best...

The yen crossed 162.83. That is a forty-year low. The Bank of Japan raised...

The dollar is steady. The yen is bleeding out at 40-year lows. Everyone is...