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⚯ Michel de Cryptadamus ⚯<a href="https://masto.ai/@GhostOnTheHalfShell" class="u-url mention" rel="nofollow noopener noreferrer" target="_blank">@GhostOnTheHalfShell</a> the explanation i've settled on for myself about the various japanese carry trades is pretty simple:1. ever since the 1989 crash Bank of Japan has loaned out money at insanely low rates (0% or even negative sometimes IIRC)2. people like to borrow money from bank of japan and invest it in other stuff (like US treasuries) and pick up a small rate of return (e.g. if a japanese bank is charging 0.5% and treasuries pay 2% you can make 1.5% "for free")3. because the rate of return is low people juice their returns by levering the fuck up and borrowing $50 for every $1 they're actually putting in4. this amount of leverage means that even small movements in the value of the asset (e.g. US treasuries) blows people up (e.g. at 50x leverage a 2% move is death)the specifics of each carry trade are hard to follow but BOJ has been regarded as a ticking time bomb for a long time now<a href="https://universeodon.com/tags/BondMarket" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#BondMarket</a> <a href="https://universeodon.com/tags/economics" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#economics</a> <a href="https://universeodon.com/tags/economy" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#economy</a> <a href="https://universeodon.com/tags/treasuries" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#treasuries</a> <a href="https://universeodon.com/tags/uspol" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#uspol</a> <a href="https://universeodon.com/tags/Japan" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#Japan</a> <a href="https://universeodon.com/tags/BankOfJapan" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#BankOfJapan</a> <a href="https://universeodon.com/tags/BOJ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#BOJ</a> <a href="https://universeodon.com/tags/carrytrade" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#carrytrade</a>

Bytes EuropeBoJ maintains assessment for all of Japan’s nine regions <a href="https://www.byteseu.com/899707/" rel="nofollow noopener noreferrer" translate="no" target="_blank">https://www.byteseu.com/899707/</a> <a href="https://pubeurope.com/tags/BOJ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#BOJ</a> <a href="https://pubeurope.com/tags/CentralBanks" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#CentralBanks</a> <a href="https://pubeurope.com/tags/GDP" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#GDP</a> <a href="https://pubeurope.com/tags/Japan" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#Japan</a> <a href="https://pubeurope.com/tags/USDJPY" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#USDJPY</a>

Bytes EuropeJapan’s supply-driven food inflation to persist longer than expected <a href="https://www.byteseu.com/841031/" rel="nofollow noopener noreferrer" translate="no" target="_blank">https://www.byteseu.com/841031/</a> <a href="https://pubeurope.com/tags/AdvancedEconomies" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#AdvancedEconomies</a> <a href="https://pubeurope.com/tags/BOJ" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#BOJ</a> <a href="https://pubeurope.com/tags/FinancialMarkets" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#FinancialMarkets</a> <a href="https://pubeurope.com/tags/Food" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#Food</a> <a href="https://pubeurope.com/tags/FoodInflation" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#FoodInflation</a> <a href="https://pubeurope.com/tags/Inflation" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#Inflation</a> <a href="https://pubeurope.com/tags/Japan" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#Japan</a> <a href="https://pubeurope.com/tags/MonetaryPolicy" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#MonetaryPolicy</a>

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