6 articles on carry trade
The Japanese government puts an end to speculation: no more advance hints about the Bank of Japan’s monetary policy. This shift in policy is reshuffling the deck for the USD/JPY pair.
A member of the Japanese government's advisory panel is calling on the BOJ to implement moderate rate hikes. The yen and bond markets are reacting to this policy statement.
The Bank of Japan is adopting a more hawkish tone, but the USD/JPY remains stuck above 161. MUFG analyzes this worrying discrepancy for Tokyo.
Citigroup maintains its forecast that the Reserve Bank of Australia will raise rates by 25 basis points in August. Such a move could shake things up for the AUD.
Tokyo's inflation rate in May came in below expectations. The Bank of Japan may reconsider its plan to raise interest rates in June.
Traders are once again betting on interest rate differentials between currencies. The carry trade is making a strong comeback, completely reshaping forex flows.