JB

Japanese bond yields and carry trade

Topic

Expert statements

2
2 negative

What experts have said about Japanese bond yields and carry trade

2 statements · 2 negative

  1. Winnie SueNegativeSep 11, 2026· Stock Movers

    Unwinding the yen carry trade can spill over into global equities

    “the unwinding of the carry trade. really having a spillover effect on global equities”

    Listen at 4:29

    Open the episode · SK Hynix Drops, BHP Slides, Enflame Jumps
  2. David FriedbergNegativeMay 22, 2026· All-In with Chamath, Jason, Sacks & Friedberg

    High Japanese yields and carry-trade exposure could trigger a credit crisis.

    “I would think that this is one of those things that could be a catalyst for a, for a credit crisis”

    Listen at 1:25:24

    Open the episode · SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Japanese bond yields and carry trade · PodLume