2026.09.11
The Path to a Strong Yen Era - Bracing for the Unwinding of Near-Zero-Cost Trades
► Japan’s Shift to Higher Rates Is Likely to Strengthen the Yen
► An Unwinding of Yen-Funded Carry Trades Could Create an Initial Global Risk-off Shock
► Japan’s Market Leadership Could Rotate After the Turbulence
2026.09.07
From AI to AI Beneficiaries
The U.S. dollar weakened modestly after Bessent, speaking at the G20 meeting, urged Japan to communicate more clearly its fiscal sustainability and rate-hike path to markets. The remarks supported...