Round 2 of the reverse carry trade looms next week.

‼️The Bank of Japan is set to hike rates next week: Market showed on Friday as much as a 99% chance of a rate raise by the Bank of Japan at its January 23-24 meeting. Probability has risen two-fold over the last week. This comes after Bank of Japan Governor Kazuo Ueda… pic.twitter.com/5FsQF4qRUN — Global …

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US Dollar’s strength causing global currency crisis, dislocation likely ahead. Japan will panic. The reverse carry trade isn’t f**king over.

The US Dollar is wiping out currencies worldwide. What a mess. Some type of dislocation is coming. Where and when? Who knows. https://t.co/okZ4Ritxou — QE Infinity (@StealthQE4) December 19, 2024 BREAKING 🚨: Brazil Brazilian Real plunges to its weakest level against the U.S. Dollar in history pic.twitter.com/Pcfv1rpdef — Barchart (@Barchart) December 18, 2024 August 5th …

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Trump Confirms He Has No Choice but to Carry Out Mass Deportations

President-elect Donald Trump said this week that his incoming administration has “no choice” but to carry out mass deportations of illegal immigrants, regardless of how much it may cost. Speaking with NBC News on Thursday, the president-elect was asked about how much it would cost to carry out his deportation plan, which he made reference …

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“Americans are getting stronger. Twenty years ago, it took two people to carry ten dollars’ worth of groceries. Today, a five-year-old can do it.”

Surging inflation drove many consumers to cheaper brands or lower-quality products, but new data suggests that switching might not have saved them as much as they might have expected. During the most recent period of high inflation, prices of the least expensive products increased more than those of the costliest, according to an analysis of …

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The Yen Carry Trade remains unresolved, with hidden risks simmering beneath market visibility.

The Yen Carry Trade Is Not Unwound and Should Concern Everyone "…Knowing what’s left after the summer selloff is a challenge in part because no one is keeping track. There’s no trading floor or regulator. No one publishes a league table. It’s a strategy, not a product, so… https://t.co/EJio9HfFKX pic.twitter.com/dumVOLtQns — kristen shaughnessy (@kshaughnessy2) October …

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Gold’s current price surge suggests it’s entering a parabolic advance. SOFR in freefall. The Japanese Yen carry trade is back on.

Got gold? 👇🏼 pic.twitter.com/LaVIokiWPx — Kalani o Māui (@MauiBoyMacro) September 20, 2024 As of current price action, it is possible to define Gold as having entered a parabolic advance (in red). It is an easy mistake to take profits prematurely in parabolic moves. Previous bull cycles of Bitcoin are cases in point $GC_F #GOLD pic.twitter.com/jzLEMPcZaM …

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Carry Trade Trap: The Real Reason Why The Fed Has Waited So Long To Cut Rates

This article was written by Brandon Smith and originally published at Birch Gold Group In 2022 there was considerable debate among alternative economists what the Federal Reserve was likely to do in the face of rising stagflation. There were people who argued that the Fed would capitulate to stock market demands, stop raising interest rates and …

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BOJ Research Notes Indicate Interest Rate Hike Is Still on Table – Bloomberg… Yen Carry Trade Unwind Has Just Started?

🇯🇵 #Japan | #BOJ highlights rising wage pressure from structural job market change – Reutershttps://t.co/yfeIGBJzYv — Christophe Barraud🛢🐳 (@C_Barraud) August 21, 2024 BREAKING: now the #ECB joins the #BOJ and begins lending $USD to the banking system ⚠️ Yes, a small amount, but whoever needed it had no other alternatives and that’s usually a bad …

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Thomas Thornton: ‘Finishing up the Hedge Fund Telemetry weekend notes. Still see risk of yen carry trade unwinding’

https://twitter.com/TommyThornton/status/1825183451605057694 https://twitter.com/TommyThornton/status/1825188832305934729 The unwinding of YEN carry trade in focus once again. Backtesting the primary trend-line pic.twitter.com/54ga5jpEmq — The Great Martis (@great_martis) August 16, 2024 I think the unwinding of the carry trade is far from over. The yen's newfound strength might be a temporary reprieve before another leg down. — Isaac Everest (@mktwavestamer) August …

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A 0.25% rate hike triggered a -27% Nikkei decline, $6.4 trillion global stock losses. The Japanese Yen Carry Trade unwinding is only 50% complete, warns JP Morgan.

A quarter point rate hike from 0% to .25% caused a -27% decline in the Nikkei, wiped out all gains for the year and caused a global crash w/$6.4 trillion in stock losses. So far.https://t.co/VCez2pIbgq The global stock losses exceed the entire value of the Japanese stock market… pic.twitter.com/CKFGfuwxXw — Mac10 (@SuburbanDrone) August 6, 2024 …

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JPY carry trade’s impact on US equity slump is uncertain; past patterns signal danger.

No one can say how much #JPY carry has contributed to recent US equity market slump. However, for 25y strong changes in JPY funding market (swap spread) have always coincided with strong US equity market corrections (monthly <-15%). Conditions are reunited again today. pic.twitter.com/0QIJcbLHXf — 🏳️‍🌈 Patrick Krizan 🇺🇦 (@PatrickKrizan) August 5, 2024 https://twitter.com/leadlagreport/status/1820439147909177692

Reversal of carry trades is imminent.

Collapse of carry trade is massive head wind for SPY — Silver is stake in British vEmpire (@Steve_I_AG) July 31, 2024 I know I might sound silly, but what’s happening here is the equivalent of a #9 earthquake in many risk/derivative books Someone is being hurt very badly and the #BOJ better pray that’s not …

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Businesses warn investors they can’t pass on costs; “growth concerns” loom this fall. Fed rate cuts could harm stocks, accelerating shift to bonds and imploding the carry trade.

Of course Julian Emanuel (Sr Director of Derivatives) wants everyone to stay fully invested. He fails to explain derivatives speculation in small caps while mega caps sell off is always how the market finishes the economic cycle right before collapse.https://t.co/C0RiBmR3J6 — Financelot (@FinanceLancelot) July 31, 2024 I'm shocked people think rates will go down instead …

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Cuba Insists that the Russian ships visiting June 12-17 carry no nuclear weapons.

“This visit corresponds to the historical friendly relations between Cuba and the Russian Federation and strictly adheres to the international regulations,” said the ministry in a statement. But the unusual deployment of the powerful nuclear submarine Kazan and three other naval vessels so close to the United States comes amid major tensions over the war …

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NYPD is preparing to revoke President Trump’s license to carry a firearm

🚨 #BREAKING: NYPD is preparing to revoke President Trump’s license to carry a firearm. Meanwhile, ACTUAL criminals continue to run around armed and free. Get out of New York. pic.twitter.com/H1IllYV93Y — Nick Sortor (@nicksortor) June 5, 2024 NYPD preparing to revoke Donald Trump’s license to carry a gun after felony conviction in New York The …

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New Lawsuit May Allow SCOTUS To Force National Carry

Gun Owners of America (GOA) has made a bold move that could potentially reshape the gun rights landscape in the United States by launching a groundbreaking lawsuit in New York. Central to the lawsuit is the argument that New York’s stringent firearm laws unjustly impede the Second Amendment rights of non-residents. Presently, New York does …

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BOJ Rate Hike Threatens Yen Carry Trade: FX Markets Brace for Impact

The potential unwinding of the yen carry trade due to the BOJ raising rates could indeed introduce significant volatility into the FX markets. Yen carry trade ….things could get interesting in the FX markets if this gets unwound due to BOJ raising rates pic.twitter.com/MSYw9s0qHy — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) March 18, 2024 Will the …

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VIDEO: Far Left School Shooter, Evita Kolmonen, Stopped Before She Could Carry Out Her Eco-Terrorism, Claims Mass Shootings Help Save the World

https://twitter.com/mikaelkorouoma/status/1768667170857161024 Vaasa police foil student’s school shooting plan The suspect was taken into custody earlier this week after police received a tip-off about a video in which a 23-year-old woman talked about launching a violent attack on an educational institute. Police in Finland’s west coast region of Ostrobothnia have detained a young woman on suspicion …

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F-35 officially certified to carry nuclear bomb.

The U.S. Air Force’s F-35A Lightning II stealth fighters are now certified for delivery of B61-12 nuclear gravity bombs—and, in fact, have been since October 12, 2023. This bombshell—dropped by F-35’s Joint Program Office (JPO)—was reported by Breaking Defense Friday morning. JPO spokesman Russ Goemaere stated that the certification had actually been awarded months earlier …

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You no longer need a permit to carry in South Carolina.

Palmetto State lawmakers officially became the latest to do away with permitting requirements for public gun-carry. The South Carolina Senate passed H. 3594 by a 28-18 vote on Wednesday. The measure will allow adults eligible to own a handgun to carry it in public, openly or concealed, without a permit. It now heads to the desk of …

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Louisiana nears permitless concealed carry; Senate and House passed, awaiting governor’s approval.

BATON ROUGE, La. — A bill allowing Louisiana residents, 18 and older, to carry a concealed handgun without a permit received final approval from lawmakers Wednesday. After years of GOP-led efforts for permitless concealed carry, the bill is poised to become law with Gov. Jeff Landry signaling that he plans to sign the legislation. Upon …

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JPig Morgan, Citi And Goldman Sucks Drafting Landmark Lawsuit Against The Fed. ( About being forced to carry a higher reserve threshold)

A group of America’s biggest banking titans are considering whether they should pull a shocking move – suing the U.S. Federal Reserve. JPMorgan Chase, Citibank and Goldman Sachs are on the list of major banks that, using their trade group, have hired one of the best conservative trial lawyers in the country to draft the …

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