Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Supercharging the Bond Carry Trade
In this episode of Bull Market Conversations, Lucas and Luna explore how the bond carry trade is experiencing a revival in the current bull market environment. With nominal GDP reaching $31.9 trillion and real GDP growth recovering to 2.1%, the show digs into why investors are borrowing cheaply in low-yielding currencies to dump into higher-yielding U.S. Treasuries. The conversation touches on the mechanics of the carry trade, the role of stable interest on reserve balances at 3.65%, and the cautionary tale of the retail carry trade blow-up in late 2025. Lucas and Luna debate whether this…
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