Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yen Carry Trade Unwind Reshapes Global Trade
Episode 27 of International Business with Fexingo - Lucas and Luna explore how the collapse of the yen carry trade is fundamentally rewiring global trade finance. They anchor on the recent 7.3% surge in South Korea's EWY ETF and the yen crossing 159 per dollar. With data showing the trade-weighted dollar index dropping to 118.9, they analyze how Japanese investors withdrawing from Brazilian and Mexican bonds is squeezing emerging market liquidity. The hosts explain why this isn't just a repeat of August 2025 but a structural shift, and what it means for multinational supply chains…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.