JPY

Red Alert: A dovish Fed could trigger a $2 trillion “Unwind” in a few weeks

The amplification mechanism relies on the scissors effect between accommodative US monetary policy (Fed rate cuts of -25 to -50…

10 months ago

The Yen Carry Trade: End of a Golden Era and a \$11.5 Billion Systemic Risk

The Japanese yen-based carry trade, historically profitable (35-40% ROI with 10x leverage), is mathematically broken by the Bank of Japan's…

10 months ago

Dédollarisation, la grande réallocation monétaire

1. La thèse principale soutient que la dédollarisation est une transition structurelle de 10 à 20 ans, entraînant une réallocation…

11 months ago