The unwinding of the yen carry trade and rising US yields are expected to negatively impact expensive US tech and growth stocks.
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The creator discusses the potential for Japan's economic shifts to impact global markets. As Japan's intere...
Jul 7, 2026
The creator discusses the potential for Japan's economic shifts to impact global markets. As Japan's interest rates rise from near zero, the yen carry trade is unwinding, leading to less demand for US treasuries, higher US yields, and pressure on expensive tech and growth stocks.
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