Could Japan’s Carry Trade Unwind Crash the Markets? Andreas Steno

Could Japan’s Carry Trade Unwind Crash the Markets? Andreas Steno

Could a Japan Reverse Carry Trade Trigger a Black Swan Event?

Unlike last year’s turmoil, this time the Bank of Japan’s tightening & Fed’s easing bias are well telegraphed.
Fed is more prepared—no surprise rate shocks or labor market misreads.
A black swan event needs unpredictability—this isn’t one.

No panic, just a shifting global liquidity landscape.

#Japan #CarryTrade #Markets