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How the Yen Carry Trade Is Unraveling in Mid-2026
The Japanese yen has fallen to 161 per dollar, its weakest in decades, and the carry trade that has fueled global risk assets for years is starting to crack. Lucas and Luna break down how hedge funds and retail investors borrow cheap yen to buy high-yielding emerging market bonds, why the Bank of Japan's policy shift is changing the math, and what the recent selloff in EEM and FXI tells us about the unwind. They also look at the ripple effects on South Korea, Taiwan, and Mexico. Specific numbers, real trades, no fluff.
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The skinny
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