LIVE

BoJ intervention rumors spiking - yen carry unwind risk?

May 20·1 message

📘 Example Text-Cast

Dollar-yen just touched 155 and whispers of Ministry of Finance phone calls are getting louder. If they actually intervene this time, could trigger a nasty unwind across all the yen-funded trades that have been working so well this year.

This episode is live

Join the conversation in the app

Join in App

More from Morning Markets

Term structure inversion deepening - recession signal or ...

May 17 - 20·17 messages

→

Insurance stocks hitting 52-week highs on rate tailwinds

May 14 - 17·9 messages

→

Mag 7 dispersion hitting 6-month highs - cohort cracking?

May 11 - 14·20 messages

→

View full archive →