How the Yen Carry Trade Is Unwinding Again

What this episode covers

The yen has weakened past 160 per dollar, reviving memories of the August 2024 carry trade crash. But this time, the Bank of Japan is holding rates steady while the Fed cuts — a mirror image of last year's setup. Lucas and Luna break down what's different about today's yen short, why Japanese household investors are piling into foreign bonds at record pace, and how the unwind could hit emerging market currencies from Brazil to India. They also discuss whether the Korean Won's 15% rally changes the calculus for currency hedgers. A focused look at one of the most crowded trades in global FX. #YenCarryTrade #USDJPY #BankOfJapan #FederalReserve #EmergingMarkets #KoreanWon #BrazilianReal #IndianRupee #ForeignExchange #CarryTradeUnwind #CurrencyHedging #BOJ #Fed #MacroEconomics #Economics #FexingoBusiness #CurrencyConversations #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Currency Conversations with Fexingo: Dollar, Euro, Yuan, and Foreign Exchange Markets?

This episode is 9 minutes long.

When was this Currency Conversations with Fexingo: Dollar, Euro, Yuan, and Foreign Exchange Markets episode published?

This episode was published on June 16, 2026.

What is this episode about?

The yen has weakened past 160 per dollar, reviving memories of the August 2024 carry trade crash. But this time, the Bank of Japan is holding rates steady while the Fed cuts — a mirror image of last year's setup. Lucas and Luna break down what's...

Can I download this Currency Conversations with Fexingo: Dollar, Euro, Yuan, and Foreign Exchange Markets episode?

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