How the Yen Carry Trade Is Unraveling

Lucas and Luna explore the quiet unwind of the yen carry trade in June 2026. With the yen at 160 per dollar and the Bank of Japan signaling policy normalization, hedge funds and retail traders are scrambling. They break down a specific case: how a Tokyo-based prop desk lost 12% in a week when yen volatility spiked, and what it means for emerging market currencies and U.S. Treasuries. The trade-weighted dollar index has slipped to 119.5, and the hosts debate whether this is the beginning of a broader shift or just a wobble. No jargon, no fluff—just the mechanics and market impact. #YenCarryTrade #BankOfJapan #CurrencyMarkets #USDJPY #EmergingMarkets #HedgeFunds #GlobalMacro #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #June2026 #CarryTradeUnwind #PropTrading #TreasuryYields #Volatility #JapanEconomy #CurrencyRisk Keep every episode free: buymeacoffee.com/fexingo