Yen Carry Trade Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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07:07
Aug 03
Aug 03
Yen carry trade gains at risk, time to exit
Coordinated US‑Japan yen intervention has increased yen volatility, putting year‑to‑date gains from carry trades at risk of being wiped out. The carry trade is becoming too dangerous to hold, suggesting it is time to exit.
MED
12:10
Jan 23
Jan 23
Carry trade faces neutral-rate risk
The yen carry trade is a policy- and investor-driven phenomenon: with the BOJ gradually withdrawing stimulus but rates still very accommodative, the environment still supports risk-taking, but once the BOJ reaches neutral there should be less risk-taking, which is not good for the carry trade - not tomorrow, but on the horizon.
MED
12:55
Jan 20
Jan 20
Yen carry trade faces unwind.
When JGB yields rise enough to attract Japanese capital back home, Japanese investors will repatriate money from global assets, which will blow up the yen carry trade. The global consequences are large and not yet fully appreciated.
HIGH
About Yen Carry Trade Investor Commentary
Across the available history and selected sources, Buzzberg tracks Yen Carry Trade across 1 sources: 0 bullish vs 1 bearish calls from 3 authors. Historical directional balance: -33% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: Lizzy, Naomi Fink, Mark Cudmore.