Japan’s Carry Trade Is Unwinding — Here’s Why U.S. Markets Could Lose Liquidity episode artwork

EPISODE · Mar 5, 2026 · 21 MIN

Japan’s Carry Trade Is Unwinding — Here’s Why U.S. Markets Could Lose Liquidity

from Rigged Against You · host Terry Sacka

Japan has been quietly propping up U.S. markets for years and most people have no idea how.In this urgent episode, I break down the Japan carry trade in plain English: Japan had near-zero rates, borrowed cheap, converted to dollars, and poured trillions into U.S. assets. That flow helped keep markets elevated.Now Japan is raising rates, their bond market is under stress, and the carry trade is unwinding — which means liquidity can get pulled out of the U.S. market fast. This doesn’t automatically mean “crash tomorrow”… but it absolutely raises the risk of a serious correction and a chain reaction when combined with everything else happening globally.WHAT YOU’LL LEARN: ✅ What the Japan carry trade is (and why it mattered to U.S. markets) ✅ Why rising rates in Japan can force money to leave the U.S. ✅ How Japan’s bond losses create stress across banks and insurers ✅ Why “changing accounting rules” is a massive red flag ✅ How liquidity shocks can trigger broader market selloffs ✅ The 3 “options” governments claim they have and why they always end up printing ✅ What “real assets” means in a fourth-turning environment ✅ Why hard assets (gold/silver/commodities) matter when purchasing power gets hit Japan isn’t just “a Japan problem.” When trillions of dollars reverse course, the U.S. market feels it. And when liquidity dries up, the system gets fragile fast.If you’re still heavily concentrated in paper assets and you’re not diversified, you’re taking a risk most people don’t even realize they’re taking.🪙 FREE 2-Minute Urgent Financial Report:https://cornerstonemetals.info/urgentfinancialreport

Episode metadata supplied by the publisher feed · Published Mar 5, 2026

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Japan has been quietly propping up U.S. markets for years and most people have no idea how. In this urgent episode, I break down the Japan carry trade in plain English: Japan had near-zero rates, borrowed cheap, converted to dollars, and poured trillions into U.S. assets. That flow helped keep markets elevated. Now Japan is raising rates, their bond market is under stress, and the carry trade is unwinding — which means liquidity can get pulled out of the U.S. market fast. This doesn’t a...

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Japan’s Carry Trade Is Unwinding — Here’s Why U.S. Markets Could Lose Liquidity

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