BOJ ABOUT TO CRUSH THE YEN CARRY TRADE - HIKES RATES TO HIGHEST IN 31 YEARS BUT THE YEN STILL DROPS
The Bank of Japan just raised interest rates to 1%, the highest level in 31 years. but it wasn’t enough. Despite spending nearly $74 billion defending the yen just weeks ago and now delivering its most aggressive rate increase in decades, the Japanese currency remains near the same 160 level that previously forced intervention. The question isn’t what Japan just did, but what happens if they have to do even more. Japan sits at the center of the yen carry trade, one of the largest sources of global liquidity in modern financial history. For decades, investors borrowed cheap yen and poured that money into stocks, bonds, real estate, private credit, and risk assets around the world. But what happens when that trade starts to unwind? Risk Map Monthly Macro Signals. Legal Patterns. Forward Risk. http://riskmapnewsletter.beehiiv.com/ AUTHORITIES Reuters — “Bank of Japan Raises Rates to 31-Year High, Flags More to Come” -June 16, 2026 Reuters — “Japan Spent $73 Billion in Yen-Buying Intervention, Ministry Data Shows” - May 29, 2026 Bloomberg / The Japan Times — “Japan Likely Sold Treasurys to Fund Yen Intervention”- June 5, 2026 Reuters Analysis — “Global Market Rout Has More to Do With End of Cheap Funding Than U.S. Economy” -August 2024 #Japan #BankOfJapan #BOJ #Yen #CarryTrade #StockMarket #WallStreet #Investing #Economy #Recession #Treasuries #Nasdaq #SP500 #FinancialCrisis #RiskMap #OxTalks Disclaimer: The views and opinions expressed in this video are those of the speaker. This content is provided for informational and entertainment purposes only and should not be construed as professional, legal, financial, or investment advice. The Ox Media, LLC and its members make no representations or warranties regarding the accuracy or completeness of any information presented. Viewers should conduct their own research and consult qualified professionals before making any decisions based on this content

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