How the Yen Carry Trade Is Unraveling in June 2026

What this episode covers

Lucas and Luna unpack the dramatic 14.4% surge in South Korea's EWY ETF over the past five trading days—and what it signals about a broader unwind of the yen carry trade. With the yen weakening past 160 per dollar and the Bank of Japan signaling policy tightening, hedge funds are scrambling to cover short yen positions, driving a sudden rally in Asian export stocks. They explore how this shift in global capital flows is reshaping trade dynamics, particularly for export-heavy economies like Korea and Taiwan, and why the strong dollar may finally be losing its grip on emerging markets. #YenCarryTrade #BankOfJapan #EWY #SouthKoreaETF #EmergingMarkets #CarryTradeUnwind #YenWeakening #StrongDollar #ExportEconomies #GlobalCapitalFlows #HedgeFunds #BOJPolicy #AsiaExports #TradeDynamics #CurrencyMarkets #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains?

This episode is 8 minutes long.

When was this Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains episode published?

This episode was published on June 15, 2026.

What is this episode about?

Lucas and Luna unpack the dramatic 14.4% surge in South Korea's EWY ETF over the past five trading days—and what it signals about a broader unwind of the yen carry trade. With the yen weakening past 160 per dollar and the Bank of Japan signaling...

Can I download this Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains episode?

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