EPISODE · May 8, 2026 · 15 MIN
Japan’s Policy Turn: The Yen, Bonds, and the Carry Trade
from Intelligent Investor Insights · host Jellypod
Japan may be shifting from decades of ultra-loose policy toward a more normal market regime, and that could ripple through global assets. We break down what rising JGB yields, a changing yen, and the carry trade mean for inflation, wages, and investor risk.
What this episode covers
Japan may be shifting from decades of ultra-loose policy toward a more normal market regime, and that could ripple through global assets. We break down what rising JGB yields, a changing yen, and the carry trade mean for inflation, wages, and investor risk.
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Japan’s Policy Turn: The Yen, Bonds, and the Carry Trade
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