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04.02.26 - 20:15
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Japan Is Normalizing: Risks To The Yen Carry Trade (ZeroHedge)
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Japan Is Normalizing: Risks To The Yen Carry Trade
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
“Japan Bond Meltdown Sends Yields to Record High on Fiscal Fears,” read a January 2026 Bloomberg article. Headlines like this, and many others, warn that Japan's abrupt interest rate increase is an omen of dire trouble. While that may be the case, given decades of economic woes, declining demographics, and extreme levels of outstanding debt, we have an alternative view.
Might the recent sharp rise in Japanese yields simply reflect the normalization of its economy, inflation, and interest rates following decades of stagnation and very aggressive monetary and fiscal policies?
Whether you follow Japan or not, its situation is incredibly important for investors because it is a major provider of global liquidity. Instead of being overly dramatic about the slim chance of a near-term Japanese crisis, we prefer to focus on how Japan normalizes policy after years of artificially suppressed...
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Devisenmarkt Japan 56425.051 +4.63% (Nikkei Kurs)
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